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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 | $14,822 | $124,425-88.1% | $112,040-86.8% | $137,256-89.2% |
| Participation rate | 70.6% | 79.3%-8.7pp | 76.5%-5.9pp | 80.0%-9.4pp |
| Annual return | 19.92% | 24.72%-4.8pp | 24.52%-4.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $956 | $3,411-72.0% | $2,954-67.6% | $4,156-77.0% |
| Participant deferral / active EE | $2,650 | $5,718-53.7% | $5,098-48.0% | $6,407-58.6% |
| Admin fee / account holder | $529 | $15,207-96.5% | $12,098-95.6% | $12,270-95.7% |