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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 | $19,613 | $178,174-89.0% | $156,181-87.4% | $137,256-85.7% |
| Participation rate | 76.5% | 82.0%-5.6pp | 78.8%-2.4pp | 80.0%-3.5pp |
| Annual return | 13.78% | 84.19%-70.4pp | 64.87%-51.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,358 | $4,972-72.7% | $4,294-68.4% | $4,156-67.3% |
| Participant deferral / active EE | $3,881 | $6,888-43.7% | $6,132-36.7% | $6,407-39.4% |
| Admin fee / account holder | $1,602 | $17,404-90.8% | $14,586-89.0% | $12,270-86.9% |