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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 | $6,544 | $162,136-96.0% | $152,301-95.7% | $154,746-95.8% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 14.51% | 91.02%-76.5pp | 80.50%-66.0pp | 172.34%-157.8pp |
| Employer contribution / active EE | $1,174 | $4,890-76.0% | $4,624-74.6% | $4,379-73.2% |
| Participant deferral / active EE | $2,838 | $8,341-66.0% | $8,004-64.5% | $6,730-57.8% |
| Admin fee / account holder | $1,510 | $15,759-90.4% | $14,398-89.5% | $14,365-89.5% |