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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 | $32,975 | $177,595-81.4% | $148,496-77.8% | $198,609-83.4% |
| Participation rate | 90.9% | 79.3%+11.7pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 17.32% | 9.97%+7.4pp | 12.33%+5.0pp | 202.70%-185.4pp |
| Employer contribution / active EE | $1,458 | $4,098-64.4% | $3,497-58.3% | $5,055-71.2% |
| Participant deferral / active EE | $5,346 | $5,539-3.5% | $4,808+11.2% | $6,977-23.4% |
| Admin fee / account holder | $1,060 | $27,010-96.1% | $19,547-94.6% | $19,030-94.4% |