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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 | $12,322 | $136,860-91.0% | $120,344-89.8% | $154,746-92.0% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.7%-1.7pp | 80.7%-5.7pp |
| Annual return | 23.19% | 21.38%+1.8pp | 20.30%+2.9pp | 172.34%-149.1pp |
| Employer contribution / active EE | $1,531 | $3,533-56.7% | $3,020-49.3% | $4,379-65.0% |
| Participant deferral / active EE | $2,742 | $5,793-52.7% | $5,135-46.6% | $6,730-59.3% |
| Admin fee / account holder | $1,539 | $15,393-90.0% | $12,742-87.9% | $14,365-89.3% |