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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 | $18,094 | $127,387-85.8% | $115,038-84.3% | $125,389-85.6% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | 0.46% | 31.28%-30.8pp | 26.14%-25.7pp | 282.24%-281.8pp |
| Employer contribution / active EE | $899 | $5,166-82.6% | $4,608-80.5% | $4,866-81.5% |
| Participant deferral / active EE | $2,190 | $6,423-65.9% | $6,026-63.7% | $5,352-59.1% |
| Admin fee / account holder | $364 | $9,516-96.2% | $8,175-95.5% | $9,541-96.2% |