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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 | $6,551 | $129,737-95.0% | $119,126-94.5% | $154,746-95.8% |
| Participation rate | 76.5% | 78.9%-2.4pp | 75.8%+0.7pp | 80.7%-4.2pp |
| Annual return | 16.17% | 379.08%-362.9pp | 282.11%-265.9pp | 172.34%-156.2pp |
| Employer contribution / active EE | $1,744 | $4,375-60.1% | $4,034-56.8% | $4,379-60.2% |
| Participant deferral / active EE | $1,990 | $5,842-65.9% | $5,318-62.6% | $6,730-70.4% |
| Admin fee / account holder | $1,863 | $11,961-84.4% | $10,693-82.6% | $14,365-87.0% |