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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 | $8,451 | $81,446-89.6% | $103,374-91.8% | $80,874-89.6% |
| Participation rate | 85.2% | 66.9%+18.4pp | 74.5%+10.7pp | 67.6%+17.6pp |
| Annual return | 16.03% | 25.57%-9.5pp | 24.89%-8.9pp | 35.62%-19.6pp |
| Employer contribution / active EE | $1,567 | $3,107-49.6% | $3,869-59.5% | $2,756-43.1% |
| Participant deferral / active EE | $2,252 | $3,870-41.8% | $5,058-55.5% | $4,297-47.6% |
| Admin fee / account holder | $831 | $6,715-87.6% | $8,394-90.1% | $6,935-88.0% |