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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,666 | $154,228-93.1% | $145,433-92.7% | $137,256-92.2% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 26.18% | 74.59%-48.4pp | 66.58%-40.4pp | 220.34%-194.2pp |
| Employer contribution / active EE | $1,628 | $4,804-66.1% | $4,554-64.3% | $4,156-60.8% |
| Participant deferral / active EE | $3,710 | $8,216-54.8% | $7,897-53.0% | $6,407-42.1% |
| Admin fee / account holder | $320 | $14,344-97.8% | $13,129-97.6% | $12,270-97.4% |