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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 | $14,748 | $211,239-93.0% | $178,528-91.7% | $145,877-89.9% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 16.23% | 30.22%-14.0pp | 27.11%-10.9pp | 551.28%-535.1pp |
| Employer contribution / active EE | $1,942 | $4,570-57.5% | $3,950-50.8% | $4,663-58.4% |
| Participant deferral / active EE | $2,719 | $6,963-61.0% | $6,278-56.7% | $6,691-59.4% |
| Admin fee / account holder | $939 | $12,095-92.2% | $10,419-91.0% | $13,402-93.0% |