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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 | $16,828 | $110,212-84.7% | $96,534-82.6% | $139,466-87.9% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.6pp | 80.3%-8.9pp |
| Annual return | 23.92% | 26.42%-2.5pp | 25.88%-2.0pp | 373.66%-349.7pp |
| Employer contribution / active EE | $2,536 | $3,620-29.9% | $2,965-14.5% | $4,754-46.7% |
| Participant deferral / active EE | $3,616 | $5,547-34.8% | $4,851-25.5% | $6,712-46.1% |
| Admin fee / account holder | $474 | $11,599-95.9% | $8,253-94.3% | $11,409-95.8% |