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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 | $17,385 | $228,352-92.4% | $185,827-90.6% | $158,950-89.1% |
| Participation rate | 76.5% | 82.3%-5.8pp | 78.0%-1.6pp | 82.0%-5.5pp |
| Annual return | 18.30% | 40.81%-22.5pp | 35.96%-17.7pp | 302.91%-284.6pp |
| Employer contribution / active EE | $1,020 | $4,967-79.5% | $4,087-75.0% | $4,762-78.6% |
| Participant deferral / active EE | $1,687 | $6,416-73.7% | $5,633-70.1% | $5,983-71.8% |
| Admin fee / account holder | $635 | $11,867-94.6% | $9,502-93.3% | $11,248-94.4% |