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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 | $7,842 | $172,111-95.4% | $150,298-94.8% | $137,256-94.3% |
| Participation rate | 94.1% | 81.7%+12.4pp | 77.8%+16.4pp | 80.0%+14.2pp |
| Annual return | 22.32% | 69.37%-47.1pp | 62.79%-40.5pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,329 | $4,636-71.3% | $4,154-68.0% | $4,156-68.0% |
| Participant deferral / active EE | $1,877 | $6,166-69.6% | $5,453-65.6% | $6,407-70.7% |
| Admin fee / account holder | $1,666 | $16,471-89.9% | $14,116-88.2% | $12,270-86.4% |