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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 | $11,445 | $154,228-92.6% | $145,433-92.1% | $137,256-91.7% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 17.60% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,834 | $4,804-61.8% | $4,554-59.7% | $4,156-55.9% |
| Participant deferral / active EE | $2,426 | $8,216-70.5% | $7,897-69.3% | $6,407-62.1% |
| Admin fee / account holder | $2,114 | $14,344-85.3% | $13,129-83.9% | $12,270-82.8% |