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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 | $23,671 | $181,896-87.0% | $156,551-84.9% | $273,972-91.4% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 5.43% | 30.74%-25.3pp | 32.23%-26.8pp | 41.46%-36.0pp |
| Employer contribution / active EE | $1,328 | $6,248-78.7% | $5,501-75.9% | $4,869-72.7% |
| Participant deferral / active EE | $3,876 | $5,550-30.2% | $4,871-20.4% | $5,287-26.7% |
| Admin fee / account holder | $733 | $15,560-95.3% | $13,028-94.4% | $10,133-92.8% |