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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 | $1,998 | $215,361-99.1% | $171,082-98.8% | $273,972-99.3% |
| Participation rate | 94.4% | 82.0%+12.4pp | 76.7%+17.7pp | 83.0%+11.4pp |
| Annual return | 3.99% | 25.14%-21.1pp | 32.56%-28.6pp | 41.46%-37.5pp |
| Employer contribution / active EE | $470 | $4,967-90.5% | $4,002-88.3% | $4,869-90.3% |
| Participant deferral / active EE | $776 | $5,543-86.0% | $4,797-83.8% | $5,287-85.3% |
| Admin fee / account holder | $346 | $10,846-96.8% | $8,520-95.9% | $10,133-96.6% |