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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 | $9,181 | $80,983-88.7% | $96,544-90.5% | $75,177-87.8% |
| Participation rate | 93.0% | 71.8%+21.2pp | 76.0%+17.0pp | 67.2%+25.8pp |
| Annual return | 24.65% | 27.05%-2.4pp | 25.88%-1.2pp | 160.75%-136.1pp |
| Employer contribution / active EE | $1,048 | $2,282-54.1% | $2,966-64.7% | $2,671-60.7% |
| Participant deferral / active EE | $2,839 | $3,929-27.7% | $4,851-41.5% | $4,126-31.2% |
| Admin fee / account holder | $366 | $6,717-94.6% | $8,254-95.6% | $5,651-93.5% |