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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 | $10,067 | $79,894-87.4% | $135,792-92.6% | $82,637-87.8% |
| Participation rate | 85.7% | 63.0%+22.7pp | 72.6%+13.1pp | 68.1%+17.7pp |
| Annual return | 25.66% | 17.20%+8.5pp | 25.96%-0.3pp | 53.51%-27.8pp |
| Employer contribution / active EE | $1,797 | $2,165-17.0% | $3,496-48.6% | $2,552-29.6% |
| Participant deferral / active EE | $2,294 | $3,194-28.2% | $4,759-51.8% | $4,126-44.4% |
| Admin fee / account holder | $509 | $6,434-92.1% | $12,266-95.9% | $7,339-93.1% |