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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 | $7,734 | $174,379-95.6% | $152,093-94.9% | $138,895-94.4% |
| Participation rate | 84.2% | 81.6%+2.6pp | 77.8%+6.4pp | 79.9%+4.3pp |
| Annual return | 14.63% | 74.86%-60.2pp | 66.36%-51.7pp | 145.39%-130.8pp |
| Employer contribution / active EE | $1,007 | $4,652-78.4% | $4,175-75.9% | $4,194-76.0% |
| Participant deferral / active EE | $2,938 | $6,159-52.3% | $5,451-46.1% | $6,396-54.1% |
| Admin fee / account holder | $696 | $16,880-95.9% | $14,497-95.2% | $12,562-94.5% |