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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 | $11,631 | $178,174-93.5% | $156,181-92.6% | $137,256-91.5% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.8%+13.5pp | 80.0%+12.3pp |
| Annual return | 77.69% | 84.19%-6.5pp | 64.87%+12.8pp | 220.34%-142.7pp |
| Employer contribution / active EE | $1,799 | $4,972-63.8% | $4,294-58.1% | $4,156-56.7% |
| Participant deferral / active EE | $4,863 | $6,888-29.4% | $6,132-20.7% | $6,407-24.1% |
| Admin fee / account holder | $997 | $17,404-94.3% | $14,586-93.2% | $12,270-91.9% |