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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 | $11,501 | $155,555-92.6% | $146,866-92.2% | $155,188-92.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 20.54% | 115.41%-94.9pp | 102.85%-82.3pp | 148.84%-128.3pp |
| Employer contribution / active EE | $3,982 | $4,647-14.3% | $4,425-10.0% | $4,248-6.3% |
| Participant deferral / active EE | $5,658 | $8,044-29.7% | $7,759-27.1% | $6,531-13.4% |
| Admin fee / account holder | $1,220 | $14,755-91.7% | $13,620-91.0% | $14,480-91.6% |