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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 | $21,258 | $139,948-84.8% | $121,663-82.5% | $154,746-86.3% |
| Participation rate | 73.7% | 78.0%-4.3pp | 74.5%-0.8pp | 80.7%-7.0pp |
| Annual return | 19.11% | 230.52%-211.4pp | 147.54%-128.4pp | 172.34%-153.2pp |
| Employer contribution / active EE | $1,646 | $3,521-53.3% | $3,020-45.5% | $4,379-62.4% |
| Participant deferral / active EE | $2,037 | $5,629-63.8% | $4,887-58.3% | $6,730-69.7% |
| Admin fee / account holder | $1,142 | $17,321-93.4% | $14,289-92.0% | $14,365-92.0% |