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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 | $10,470 | $124,425-91.6% | $112,040-90.7% | $137,256-92.4% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 13.22% | 24.72%-11.5pp | 24.52%-11.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,346 | $3,411-60.6% | $2,954-54.5% | $4,156-67.6% |
| Participant deferral / active EE | $1,897 | $5,718-66.8% | $5,098-62.8% | $6,407-70.4% |
| Admin fee / account holder | $755 | $15,207-95.0% | $12,098-93.8% | $12,270-93.8% |