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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 | $11,901 | $156,398-92.4% | $147,318-91.9% | $138,895-91.4% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | 21.99% | 78.75%-56.8pp | 70.43%-48.4pp | 145.39%-123.4pp |
| Employer contribution / active EE | $1,557 | $4,853-67.9% | $4,593-66.1% | $4,194-62.9% |
| Participant deferral / active EE | $3,772 | $8,237-54.2% | $7,906-52.3% | $6,396-41.0% |
| Admin fee / account holder | $523 | $14,976-96.5% | $13,708-96.2% | $12,562-95.8% |