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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 | $10,994 | $80,992-86.4% | $96,534-88.6% | $75,173-85.4% |
| Participation rate | 97.9% | 71.8%+26.1pp | 76.0%+21.9pp | 67.2%+30.7pp |
| Annual return | 25.90% | 27.05%-1.1pp | 25.88%0pp | 160.72%-134.8pp |
| Employer contribution / active EE | $1,727 | $2,283-24.4% | $2,965-41.8% | $2,671-35.4% |
| Participant deferral / active EE | $3,774 | $3,929-4.0% | $4,851-22.2% | $4,126-8.5% |
| Admin fee / account holder | $487 | $6,717-92.8% | $8,253-94.1% | $5,651-91.4% |