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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 | $19,516 | $88,707-78.0% | $74,184-73.7% | $273,972-92.9% |
| Participation rate | 76.2% | 79.4%-3.3pp | 76.6%-0.4pp | 83.0%-6.8pp |
| Annual return | 6.84% | 11.94%-5.1pp | 17.74%-10.9pp | 41.46%-34.6pp |
| Employer contribution / active EE | $3,272 | $3,159+3.6% | $2,370+38.0% | $4,869-32.8% |
| Participant deferral / active EE | $2,426 | $4,212-42.4% | $3,550-31.7% | $5,287-54.1% |
| Admin fee / account holder | $470 | $8,717-94.6% | $5,586-91.6% | $10,133-95.4% |