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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 | $14,782 | $110,212-86.6% | $96,534-84.7% | $139,466-89.4% |
| Participation rate | 72.2% | 78.1%-5.9pp | 76.0%-3.8pp | 80.3%-8.1pp |
| Annual return | 23.50% | 26.42%-2.9pp | 25.88%-2.4pp | 373.66%-350.2pp |
| Employer contribution / active EE | $3,373 | $3,620-6.8% | $2,965+13.8% | $4,754-29.0% |
| Participant deferral / active EE | $6,639 | $5,547+19.7% | $4,851+36.9% | $6,712-1.1% |
| Admin fee / account holder | $3,386 | $11,599-70.8% | $8,253-59.0% | $11,409-70.3% |