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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 | $19,923 | $212,386-90.6% | $199,883-90.0% | $138,895-85.7% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.8%-11.8pp | 79.9%-4.9pp |
| Annual return | 18.97% | 47.75%-28.8pp | 43.81%-24.8pp | 145.39%-126.4pp |
| Employer contribution / active EE | $1,466 | $6,625-77.9% | $6,261-76.6% | $4,194-65.0% |
| Participant deferral / active EE | $5,171 | $9,617-46.2% | $9,138-43.4% | $6,396-19.2% |
| Admin fee / account holder | $1,696 | $18,233-90.7% | $17,268-90.2% | $12,562-86.5% |