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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 | $9,387 | $110,337-91.5% | $102,383-90.8% | $145,877-93.6% |
| Participation rate | 89.5% | 77.9%+11.5pp | 74.5%+15.0pp | 80.3%+9.2pp |
| Annual return | 20.38% | 24.83%-4.5pp | 24.94%-4.6pp | 551.28%-530.9pp |
| Employer contribution / active EE | $2,643 | $4,216-37.3% | $3,870-31.7% | $4,663-43.3% |
| Participant deferral / active EE | $4,107 | $5,621-26.9% | $5,060-18.8% | $6,691-38.6% |
| Admin fee / account holder | $851 | $9,750-91.3% | $8,391-89.9% | $13,402-93.7% |