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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 | $11,179 | $154,228-92.8% | $145,433-92.3% | $137,256-91.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 20.02% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,173 | $4,804-75.6% | $4,554-74.2% | $4,156-71.8% |
| Participant deferral / active EE | $2,613 | $8,216-68.2% | $7,897-66.9% | $6,407-59.2% |
| Admin fee / account holder | $549 | $14,344-96.2% | $13,129-95.8% | $12,270-95.5% |