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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 | $10,527 | $124,425-91.5% | $112,040-90.6% | $137,256-92.3% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 18.34% | 24.72%-6.4pp | 24.52%-6.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,109 | $3,411-67.5% | $2,954-62.5% | $4,156-73.3% |
| Participant deferral / active EE | $2,229 | $5,718-61.0% | $5,098-56.3% | $6,407-65.2% |
| Admin fee / account holder | $1,310 | $15,207-91.4% | $12,098-89.2% | $12,270-89.3% |