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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 | $9,619 | $162,136-94.1% | $152,301-93.7% | $154,746-93.8% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 14.83% | 91.02%-76.2pp | 80.50%-65.7pp | 172.34%-157.5pp |
| Employer contribution / active EE | $3,241 | $4,890-33.7% | $4,624-29.9% | $4,379-26.0% |
| Participant deferral / active EE | $2,705 | $8,341-67.6% | $8,004-66.2% | $6,730-59.8% |
| Admin fee / account holder | $1,488 | $15,759-90.6% | $14,398-89.7% | $14,365-89.6% |