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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 | $14,638 | $178,174-91.8% | $156,181-90.6% | $137,256-89.3% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.8%-8.8pp | 80.0%-10.0pp |
| Annual return | 19.68% | 84.19%-64.5pp | 64.87%-45.2pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,466 | $4,972-70.5% | $4,294-65.9% | $4,156-64.7% |
| Participant deferral / active EE | $2,095 | $6,888-69.6% | $6,132-65.8% | $6,407-67.3% |
| Admin fee / account holder | $626 | $17,404-96.4% | $14,586-95.7% | $12,270-94.9% |