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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 | $14,937 | $154,228-90.3% | $145,433-89.7% | $137,256-89.1% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 19.46% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,202 | $4,804-54.2% | $4,554-51.7% | $4,156-47.0% |
| Participant deferral / active EE | $3,384 | $8,216-58.8% | $7,897-57.2% | $6,407-47.2% |
| Admin fee / account holder | $375 | $14,344-97.4% | $13,129-97.1% | $12,270-96.9% |