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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 | $20,474 | $103,392-80.2% | $87,104-76.5% | $152,897-86.6% |
| Participation rate | 73.3% | 79.4%-6.0pp | 76.9%-3.5pp | 82.5%-9.1pp |
| Annual return | 26.81% | 28.10%-1.3pp | 28.19%-1.4pp | 345.43%-318.6pp |
| Employer contribution / active EE | $1,886 | $3,221-41.4% | $2,521-25.2% | $4,764-60.4% |
| Participant deferral / active EE | $2,693 | $4,778-43.6% | $4,048-33.5% | $5,851-54.0% |
| Admin fee / account holder | $378 | $12,194-96.9% | $7,491-95.0% | $11,599-96.7% |