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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 | $12,017 | $162,136-92.6% | $152,301-92.1% | $154,746-92.2% |
| Participation rate | 95.8% | 84.1%+11.7pp | 82.4%+13.4pp | 80.7%+15.1pp |
| Annual return | 22.66% | 91.02%-68.4pp | 80.50%-57.8pp | 172.34%-149.7pp |
| Employer contribution / active EE | $1,472 | $4,890-69.9% | $4,624-68.2% | $4,379-66.4% |
| Participant deferral / active EE | $3,154 | $8,341-62.2% | $8,004-60.6% | $6,730-53.1% |
| Admin fee / account holder | $452 | $15,759-97.1% | $14,398-96.9% | $14,365-96.9% |