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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 | $7,285 | $106,524-93.2% | $152,301-95.2% | $87,485-91.7% |
| Participation rate | 96.7% | 75.8%+21.0pp | 82.4%+14.3pp | 68.9%+27.8pp |
| Annual return | 54.83% | 26.89%+27.9pp | 80.50%-25.7pp | 26.06%+28.8pp |
| Employer contribution / active EE | $2,149 | $3,371-36.3% | $4,624-53.5% | $2,596-17.2% |
| Participant deferral / active EE | $3,392 | $6,525-48.0% | $8,004-57.6% | $4,274-20.6% |
| Admin fee / account holder | $597 | $8,287-92.8% | $14,398-95.9% | $7,775-92.3% |