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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 | $8,918 | $69,444-87.2% | $92,985-90.4% | $87,485-89.8% |
| Participation rate | 92.3% | 63.3%+29.0pp | 69.5%+22.8pp | 68.9%+23.4pp |
| Annual return | 16.90% | 23.85%-7.0pp | 27.99%-11.1pp | 26.06%-9.2pp |
| Employer contribution / active EE | $794 | $1,917-58.6% | $2,662-70.2% | $2,596-69.4% |
| Participant deferral / active EE | $1,340 | $3,364-60.2% | $4,377-69.4% | $4,274-68.6% |
| Admin fee / account holder | $432 | $6,137-93.0% | $9,463-95.4% | $7,775-94.4% |