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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 | $7,587 | $172,111-95.6% | $150,298-95.0% | $137,256-94.5% |
| Participation rate | 89.5% | 81.7%+7.8pp | 77.8%+11.7pp | 80.0%+9.5pp |
| Annual return | 20.71% | 69.37%-48.7pp | 62.79%-42.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $910 | $4,636-80.4% | $4,154-78.1% | $4,156-78.1% |
| Participant deferral / active EE | $3,004 | $6,166-51.3% | $5,453-44.9% | $6,407-53.1% |
| Admin fee / account holder | $1,006 | $16,471-93.9% | $14,116-92.9% | $12,270-91.8% |