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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 | $172,111-94.2% | $150,298-93.3% | $137,256-92.7% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 29.32% | 69.37%-40.1pp | 62.79%-33.5pp | 220.34%-191.0pp |
| Employer contribution / active EE | $1,098 | $4,636-76.3% | $4,154-73.6% | $4,156-73.6% |
| Participant deferral / active EE | $3,980 | $6,166-35.4% | $5,453-27.0% | $6,407-37.9% |
| Admin fee / account holder | $302 | $16,471-98.2% | $14,116-97.9% | $12,270-97.5% |