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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 | $10,562 | $174,379-93.9% | $152,093-93.1% | $138,895-92.4% |
| Participation rate | 81.8% | 81.6%+0.2pp | 77.8%+4.1pp | 79.9%+1.9pp |
| Annual return | 21.66% | 74.86%-53.2pp | 66.36%-44.7pp | 145.39%-123.7pp |
| Employer contribution / active EE | $1,225 | $4,652-73.7% | $4,175-70.7% | $4,194-70.8% |
| Participant deferral / active EE | $2,682 | $6,159-56.5% | $5,451-50.8% | $6,396-58.1% |
| Admin fee / account holder | $1,388 | $16,880-91.8% | $14,497-90.4% | $12,562-88.9% |