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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 | $6,624 | $211,224-96.9% | $178,505-96.3% | $145,897-95.5% |
| Participation rate | 72.7% | 80.8%-8.1pp | 77.1%-4.4pp | 80.3%-7.6pp |
| Annual return | 17.00% | 30.28%-13.3pp | 27.16%-10.2pp | 552.29%-535.3pp |
| Employer contribution / active EE | $1,305 | $4,577-71.5% | $3,955-67.0% | $4,663-72.0% |
| Participant deferral / active EE | $1,564 | $6,966-77.5% | $6,280-75.1% | $6,689-76.6% |
| Admin fee / account holder | $1,897 | $12,109-84.3% | $10,428-81.8% | $13,390-85.8% |