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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 | $12,517 | $162,136-92.3% | $152,301-91.8% | $154,746-91.9% |
| Participation rate | 84.2% | 84.1%+0.1pp | 82.4%+1.8pp | 80.7%+3.5pp |
| Annual return | 18.98% | 91.02%-72.0pp | 80.50%-61.5pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,672 | $4,890-65.8% | $4,624-63.8% | $4,379-61.8% |
| Participant deferral / active EE | $5,161 | $8,341-38.1% | $8,004-35.5% | $6,730-23.3% |
| Admin fee / account holder | $1,136 | $15,759-92.8% | $14,398-92.1% | $14,365-92.1% |