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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 | $7,822 | $111,814-93.0% | $103,378-92.4% | $145,978-94.6% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 29.88% | 24.80%+5.1pp | 24.91%+5.0pp | 550.52%-520.6pp |
| Employer contribution / active EE | $2,404 | $4,215-43.0% | $3,870-37.9% | $4,662-48.4% |
| Participant deferral / active EE | $4,175 | $5,618-25.7% | $5,058-17.4% | $6,690-37.6% |
| Admin fee / account holder | $699 | $9,764-92.8% | $8,401-91.7% | $13,400-94.8% |