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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 | $8,787 | $111,814-92.1% | $103,378-91.5% | $145,978-94.0% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.5%+1.7pp | 80.3%-4.1pp |
| Annual return | 19.98% | 24.80%-4.8pp | 24.91%-4.9pp | 550.52%-530.5pp |
| Employer contribution / active EE | $1,017 | $4,215-75.9% | $3,870-73.7% | $4,662-78.2% |
| Participant deferral / active EE | $3,773 | $5,618-32.8% | $5,058-25.4% | $6,690-43.6% |
| Admin fee / account holder | $548 | $9,764-94.4% | $8,401-93.5% | $13,400-95.9% |