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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 | $19,211 | $86,298-77.7% | $111,308-82.7% | $85,847-77.6% |
| Participation rate | 71.3% | 73.3%-2.1pp | 77.3%-6.0pp | 69.3%+2.0pp |
| Annual return | 16.86% | 19.99%-3.1pp | 54.67%-37.8pp | 318.61%-301.7pp |
| Employer contribution / active EE | $1,678 | $2,044-17.9% | $2,732-38.6% | $2,565-34.6% |
| Participant deferral / active EE | $3,151 | $3,641-13.4% | $4,487-29.8% | $3,952-20.3% |
| Admin fee / account holder | $665 | $8,189-91.9% | $7,965-91.7% | $6,261-89.4% |