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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 | $8,890 | $106,267-91.6% | $96,520-90.8% | $139,456-93.6% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.3%+21.3pp | 80.3%+15.3pp |
| Annual return | 28.24% | 38.45%-10.2pp | 35.72%-7.5pp | 373.45%-345.2pp |
| Employer contribution / active EE | $1,823 | $4,105-55.6% | $3,739-51.2% | $4,753-61.6% |
| Participant deferral / active EE | $3,161 | $5,454-42.0% | $4,879-35.2% | $6,711-52.9% |
| Admin fee / account holder | $495 | $7,882-93.7% | $6,733-92.6% | $11,407-95.7% |