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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 | $10,032 | $174,379-94.2% | $152,093-93.4% | $138,895-92.8% |
| Participation rate | 72.7% | 81.6%-8.9pp | 77.8%-5.0pp | 79.9%-7.2pp |
| Annual return | 19.44% | 74.86%-55.4pp | 66.36%-46.9pp | 145.39%-126.0pp |
| Employer contribution / active EE | $1,024 | $4,652-78.0% | $4,175-75.5% | $4,194-75.6% |
| Participant deferral / active EE | $2,105 | $6,159-65.8% | $5,451-61.4% | $6,396-67.1% |
| Admin fee / account holder | $529 | $16,880-96.9% | $14,497-96.4% | $12,562-95.8% |