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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 | $213,785-90.8% | $185,441-89.4% | $155,188-87.4% |
| Participation rate | 76.5% | 83.2%-6.7pp | 80.3%-3.8pp | 80.8%-4.3pp |
| Annual return | 13.78% | 19.97%-6.2pp | 20.16%-6.4pp | 148.84%-135.1pp |
| Employer contribution / active EE | $1,358 | $5,393-74.8% | $4,672-70.9% | $4,248-68.0% |
| Participant deferral / active EE | $3,881 | $6,864-43.5% | $6,152-36.9% | $6,531-40.6% |
| Admin fee / account holder | $1,602 | $21,134-92.4% | $17,890-91.0% | $14,480-88.9% |