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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 | $8,780 | $124,425-92.9% | $112,040-92.2% | $137,256-93.6% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 29.79% | 24.72%+5.1pp | 24.52%+5.3pp | 220.34%-190.5pp |
| Employer contribution / active EE | $1,474 | $3,411-56.8% | $2,954-50.1% | $4,156-64.5% |
| Participant deferral / active EE | $2,711 | $5,718-52.6% | $5,098-46.8% | $6,407-57.7% |
| Admin fee / account holder | $777 | $15,207-94.9% | $12,098-93.6% | $12,270-93.7% |