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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 | $9,507 | $182,442-94.8% | $163,379-94.2% | $138,895-93.2% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.8%+1.0pp | 79.9%-2.1pp |
| Annual return | 27.52% | 72.74%-45.2pp | 63.41%-35.9pp | 145.39%-117.9pp |
| Employer contribution / active EE | $518 | $4,159-87.5% | $3,752-86.2% | $4,194-87.6% |
| Participant deferral / active EE | $2,930 | $6,817-57.0% | $6,282-53.4% | $6,396-54.2% |
| Admin fee / account holder | $510 | $10,396-95.1% | $9,818-94.8% | $12,562-95.9% |