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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 | $10,532 | $117,895-91.1% | $102,460-89.7% | $145,897-92.8% |
| Participation rate | 76.5% | 78.6%-2.2pp | 76.5%0pp | 80.3%-3.8pp |
| Annual return | 10.24% | 31.92%-21.7pp | 29.47%-19.2pp | 552.29%-542.1pp |
| Employer contribution / active EE | $942 | $3,619-74.0% | $3,025-68.9% | $4,663-79.8% |
| Participant deferral / active EE | $3,019 | $5,736-47.4% | $5,056-40.3% | $6,689-54.9% |
| Admin fee / account holder | $1,562 | $13,353-88.3% | $9,460-83.5% | $13,390-88.3% |