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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 | $26,281 | $153,774-82.9% | $133,981-80.4% | $273,968-90.4% |
| Participation rate | 73.3% | 88.4%-15.0pp | 87.1%-13.7pp | 83.0%-9.7pp |
| Annual return | 10.93% | 36.51%-25.6pp | 29.30%-18.4pp | 41.45%-30.5pp |
| Employer contribution / active EE | $4,237 | $6,029-29.7% | $5,211-18.7% | $4,869-13.0% |
| Participant deferral / active EE | $6,290 | $6,958-9.6% | $6,282+0.1% | $5,287+19.0% |
| Admin fee / account holder | $939 | $11,765-92.0% | $9,324-89.9% | $10,132-90.7% |