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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 | $10,836 | $185,312-94.2% | $161,489-93.3% | $154,746-93.0% |
| Participation rate | 78.6% | 82.5%-3.9pp | 78.7%-0.1pp | 80.7%-2.1pp |
| Annual return | 21.32% | 103.84%-82.5pp | 89.72%-68.4pp | 172.34%-151.0pp |
| Employer contribution / active EE | $1,591 | $4,769-66.6% | $4,268-62.7% | $4,379-63.7% |
| Participant deferral / active EE | $2,276 | $6,350-64.2% | $5,630-59.6% | $6,730-66.2% |
| Admin fee / account holder | $945 | $18,654-94.9% | $16,006-94.1% | $14,365-93.4% |