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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 | $155,555-93.8% | $146,866-93.5% | $155,188-93.8% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.5%-11.1pp | 80.8%-9.4pp |
| Annual return | 14.83% | 115.41%-100.6pp | 102.85%-88.0pp | 148.84%-134.0pp |
| Employer contribution / active EE | $3,241 | $4,647-30.3% | $4,425-26.8% | $4,248-23.7% |
| Participant deferral / active EE | $2,705 | $8,044-66.4% | $7,759-65.1% | $6,531-58.6% |
| Admin fee / account holder | $1,488 | $14,755-89.9% | $13,620-89.1% | $14,480-89.7% |