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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 | $156,398-95.2% | $147,318-95.0% | $138,895-94.7% |
| Participation rate | 93.3% | 83.8%+9.6pp | 82.1%+11.3pp | 79.9%+13.4pp |
| Annual return | 23.35% | 78.75%-55.4pp | 70.43%-47.1pp | 145.39%-122.0pp |
| Employer contribution / active EE | $1,870 | $4,853-61.5% | $4,593-59.3% | $4,194-55.4% |
| Participant deferral / active EE | $2,516 | $8,237-69.5% | $7,906-68.2% | $6,396-60.7% |
| Admin fee / account holder | $2,393 | $14,976-84.0% | $13,708-82.5% | $12,562-80.9% |