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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 | $18,828 | $165,399-88.6% | $149,745-87.4% | $158,982-88.2% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 12.60% | 348.34%-335.7pp | 276.72%-264.1pp | 302.99%-290.4pp |
| Employer contribution / active EE | $1,548 | $5,105-69.7% | $4,646-66.7% | $4,763-67.5% |
| Participant deferral / active EE | $5,843 | $7,183-18.6% | $6,843-14.6% | $5,983-2.3% |
| Admin fee / account holder | $306 | $10,811-97.2% | $9,312-96.7% | $11,252-97.3% |