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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 | $11,563 | $211,288-94.5% | $178,540-93.5% | $145,884-92.1% |
| Participation rate | 85.7% | 80.8%+4.9pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 14.53% | 30.27%-15.7pp | 27.15%-12.6pp | 551.85%-537.3pp |
| Employer contribution / active EE | $1,329 | $4,574-71.0% | $3,953-66.4% | $4,662-71.5% |
| Participant deferral / active EE | $1,830 | $6,967-73.7% | $6,281-70.9% | $6,690-72.6% |
| Admin fee / account holder | $1,822 | $12,105-84.9% | $10,424-82.5% | $13,392-86.4% |