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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 | $4,540 | $211,105-97.8% | $178,449-97.5% | $145,978-96.9% |
| Participation rate | 79.2% | 80.8%-1.6pp | 77.1%+2.1pp | 80.3%-1.1pp |
| Annual return | 14.22% | 30.19%-16.0pp | 27.09%-12.9pp | 550.52%-536.3pp |
| Employer contribution / active EE | $794 | $4,569-82.6% | $3,951-79.9% | $4,662-83.0% |
| Participant deferral / active EE | $1,723 | $6,959-75.2% | $6,277-72.5% | $6,690-74.2% |
| Admin fee / account holder | $1,826 | $12,017-84.8% | $10,362-82.4% | $13,400-86.4% |