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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 | $10,044 | $185,312-94.6% | $161,489-93.8% | $154,746-93.5% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 29.32% | 103.84%-74.5pp | 89.72%-60.4pp | 172.34%-143.0pp |
| Employer contribution / active EE | $1,098 | $4,769-77.0% | $4,268-74.3% | $4,379-74.9% |
| Participant deferral / active EE | $3,980 | $6,350-37.3% | $5,630-29.3% | $6,730-40.9% |
| Admin fee / account holder | $302 | $18,654-98.4% | $16,006-98.1% | $14,365-97.9% |