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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 | $20,385 | $87,733-76.8% | $106,555-80.9% | $85,847-76.3% |
| Participation rate | 84.6% | 71.9%+12.7pp | 76.1%+8.5pp | 69.3%+15.3pp |
| Annual return | 11.12% | 21.86%-10.7pp | 26.80%-15.7pp | 318.61%-307.5pp |
| Employer contribution / active EE | $641 | $2,073-69.1% | $2,819-77.3% | $2,565-75.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,399-100.0% | $3,952-100.0% |
| Admin fee / account holder | $886 | $6,767-86.9% | $7,408-88.0% | $6,261-85.8% |