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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 | $9,766 | $156,398-93.8% | $147,318-93.4% | $138,895-93.0% |
| Participation rate | 72.7% | 83.8%-11.0pp | 82.1%-9.3pp | 79.9%-7.2pp |
| Annual return | 14.69% | 78.75%-64.1pp | 70.43%-55.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $1,413 | $4,853-70.9% | $4,593-69.2% | $4,194-66.3% |
| Participant deferral / active EE | $5,259 | $8,237-36.2% | $7,906-33.5% | $6,396-17.8% |
| Admin fee / account holder | $2,105 | $14,976-85.9% | $13,708-84.6% | $12,562-83.2% |