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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 | $27,414 | $162,785-83.2% | $133,959-79.5% | $158,950-82.8% |
| Participation rate | 79.2% | 83.2%-4.1pp | 79.8%-0.7pp | 82.0%-2.8pp |
| Annual return | 18.30% | 41.94%-23.6pp | 45.09%-26.8pp | 302.91%-284.6pp |
| Employer contribution / active EE | $2,304 | $4,975-53.7% | $3,919-41.2% | $4,762-51.6% |
| Participant deferral / active EE | $4,392 | $5,910-25.7% | $5,047-13.0% | $5,983-26.6% |
| Admin fee / account holder | $312 | $11,738-97.3% | $8,928-96.5% | $11,248-97.2% |