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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 | $10,173 | $156,398-93.5% | $147,318-93.1% | $138,895-92.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 23.89% | 78.75%-54.9pp | 70.43%-46.5pp | 145.39%-121.5pp |
| Employer contribution / active EE | $1,707 | $4,853-64.8% | $4,593-62.8% | $4,194-59.3% |
| Participant deferral / active EE | $2,784 | $8,237-66.2% | $7,906-64.8% | $6,396-56.5% |
| Admin fee / account holder | $1,093 | $14,976-92.7% | $13,708-92.0% | $12,562-91.3% |