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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 | $16,932 | $135,956-87.5% | $123,894-86.3% | $273,972-93.8% |
| Participation rate | 73.7% | 84.1%-10.4pp | 81.4%-7.7pp | 83.0%-9.3pp |
| Annual return | 9.20% | 56.63%-47.4pp | 47.52%-38.3pp | 41.46%-32.3pp |
| Employer contribution / active EE | $3,044 | $5,170-41.1% | $4,617-34.1% | $4,869-37.5% |
| Participant deferral / active EE | $4,512 | $6,343-28.9% | $5,984-24.6% | $5,287-14.7% |
| Admin fee / account holder | $693 | $9,817-92.9% | $8,357-91.7% | $10,133-93.2% |