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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 | $7,182 | $114,013-93.7% | $103,693-93.1% | $155,188-95.4% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.2pp | 80.8%+12.1pp |
| Annual return | 21.19% | 49.31%-28.1pp | 47.61%-26.4pp | 148.84%-127.6pp |
| Employer contribution / active EE | $2,108 | $3,131-32.7% | $2,920-27.8% | $4,248-50.4% |
| Participant deferral / active EE | $3,642 | $4,970-26.7% | $4,579-20.5% | $6,531-44.2% |
| Admin fee / account holder | $1,396 | $8,407-83.4% | $7,858-82.2% | $14,480-90.4% |