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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 | $22,462 | $136,860-83.6% | $120,344-81.3% | $154,746-85.5% |
| Participation rate | 72.7% | 79.9%-7.2pp | 76.7%-4.0pp | 80.7%-8.0pp |
| Annual return | 11.48% | 21.38%-9.9pp | 20.30%-8.8pp | 172.34%-160.9pp |
| Employer contribution / active EE | $1,109 | $3,533-68.6% | $3,020-63.3% | $4,379-74.7% |
| Participant deferral / active EE | $4,385 | $5,793-24.3% | $5,135-14.6% | $6,730-34.9% |
| Admin fee / account holder | $1,415 | $15,393-90.8% | $12,742-88.9% | $14,365-90.2% |