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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 | $10,417 | $124,980-91.7% | $108,359-90.4% | $154,746-93.3% |
| Participation rate | 85.7% | 75.2%+10.5pp | 70.1%+15.6pp | 80.7%+5.0pp |
| Annual return | 19.44% | 45.00%-25.6pp | 36.89%-17.5pp | 172.34%-152.9pp |
| Employer contribution / active EE | $820 | $2,851-71.2% | $2,399-65.8% | $4,379-81.3% |
| Participant deferral / active EE | $2,354 | $4,743-50.4% | $4,137-43.1% | $6,730-65.0% |
| Admin fee / account holder | $826 | $11,502-92.8% | $9,741-91.5% | $14,365-94.2% |