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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 | $8,689 | $174,379-95.0% | $152,093-94.3% | $138,895-93.7% |
| Participation rate | 81.8% | 81.6%+0.2pp | 77.8%+4.1pp | 79.9%+1.9pp |
| Annual return | 26.16% | 74.86%-48.7pp | 66.36%-40.2pp | 145.39%-119.2pp |
| Employer contribution / active EE | $1,150 | $4,652-75.3% | $4,175-72.4% | $4,194-72.6% |
| Participant deferral / active EE | $1,890 | $6,159-69.3% | $5,451-65.3% | $6,396-70.5% |
| Admin fee / account holder | $1,618 | $16,880-90.4% | $14,497-88.8% | $12,562-87.1% |