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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 | $4,445 | $110,212-96.0% | $96,534-95.4% | $139,466-96.8% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.6pp |
| Annual return | 26.56% | 26.42%+0.1pp | 25.88%+0.7pp | 373.66%-347.1pp |
| Employer contribution / active EE | $1,602 | $3,620-55.7% | $2,965-46.0% | $4,754-66.3% |
| Participant deferral / active EE | $2,659 | $5,547-52.1% | $4,851-45.2% | $6,712-60.4% |
| Admin fee / account holder | $1,968 | $11,599-83.0% | $8,253-76.2% | $11,409-82.8% |