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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 | $7,429 | $154,228-95.2% | $145,433-94.9% | $137,256-94.6% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 23.35% | 74.59%-51.2pp | 66.58%-43.2pp | 220.34%-197.0pp |
| Employer contribution / active EE | $1,870 | $4,804-61.1% | $4,554-58.9% | $4,156-55.0% |
| Participant deferral / active EE | $2,516 | $8,216-69.4% | $7,897-68.1% | $6,407-60.7% |
| Admin fee / account holder | $2,393 | $14,344-83.3% | $13,129-81.8% | $12,270-80.5% |