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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 | $10,271 | $105,284-90.2% | $150,734-93.2% | $94,015-89.1% |
| Participation rate | 88.9% | 71.7%+17.2pp | 78.4%+10.4pp | 70.8%+18.1pp |
| Annual return | 20.51% | 15.67%+4.8pp | 600.81%-580.3pp | 17.84%+2.7pp |
| Employer contribution / active EE | $2,606 | $3,599-27.6% | $4,918-47.0% | $2,790-6.6% |
| Participant deferral / active EE | $3,165 | $4,274-26.0% | $5,610-43.6% | $4,249-25.5% |
| Admin fee / account holder | $408 | $9,839-95.9% | $14,905-97.3% | $8,951-95.4% |