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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 | $11,429 | $107,666-89.4% | $102,184-88.8% | $154,746-92.6% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.6%-2.6pp | 80.7%-0.7pp |
| Annual return | 37.99% | 29.33%+8.7pp | 31.58%+6.4pp | 172.34%-134.3pp |
| Employer contribution / active EE | $1,842 | $3,846-52.1% | $3,594-48.7% | $4,379-57.9% |
| Participant deferral / active EE | $4,527 | $8,719-48.1% | $8,309-45.5% | $6,730-32.7% |
| Admin fee / account holder | $1,524 | $12,943-88.2% | $11,609-86.9% | $14,365-89.4% |