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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 | $14,862 | $71,878-79.3% | $86,698-82.9% | $68,486-78.3% |
| Participation rate | 83.3% | 72.2%+11.1pp | 76.6%+6.7pp | 67.9%+15.4pp |
| Annual return | 23.41% | 3.53%+19.9pp | 35.95%-12.5pp | -7.85%+31.3pp |
| Employer contribution / active EE | $3,711 | $2,173+70.8% | $2,837+30.8% | $2,597+42.9% |
| Participant deferral / active EE | $8,010 | $3,779+112.0% | $4,656+72.0% | $4,028+98.9% |
| Admin fee / account holder | $687 | $6,113-88.8% | $7,493-90.8% | $5,404-87.3% |