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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 | $15,795 | $124,425-87.3% | $112,040-85.9% | $137,256-88.5% |
| Participation rate | 73.3% | 79.3%-6.0pp | 76.5%-3.2pp | 80.0%-6.6pp |
| Annual return | 18.04% | 24.72%-6.7pp | 24.52%-6.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $946 | $3,411-72.3% | $2,954-68.0% | $4,156-77.2% |
| Participant deferral / active EE | $1,842 | $5,718-67.8% | $5,098-63.9% | $6,407-71.3% |
| Admin fee / account holder | $736 | $15,207-95.2% | $12,098-93.9% | $12,270-94.0% |