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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 | $10,441 | $162,812-93.6% | $133,971-92.2% | $158,966-93.4% |
| Participation rate | 78.9% | 83.2%-4.3pp | 79.8%-0.9pp | 82.0%-3.0pp |
| Annual return | 23.21% | 41.94%-18.7pp | 45.09%-21.9pp | 302.95%-279.7pp |
| Employer contribution / active EE | $2,254 | $4,976-54.7% | $3,919-42.5% | $4,762-52.7% |
| Participant deferral / active EE | $5,089 | $5,910-13.9% | $5,047+0.8% | $5,983-14.9% |
| Admin fee / account holder | $3,377 | $11,741-71.2% | $8,929-62.2% | $11,250-70.0% |