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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 | $7,977 | $78,690-89.9% | $161,489-95.1% | $87,485-90.9% |
| Participation rate | 78.7% | 67.5%+11.2pp | 78.7%0pp | 68.9%+9.8pp |
| Annual return | 16.93% | 32.74%-15.8pp | 89.72%-72.8pp | 26.06%-9.1pp |
| Employer contribution / active EE | $812 | $2,588-68.6% | $4,268-81.0% | $2,596-68.7% |
| Participant deferral / active EE | $1,543 | $3,311-53.4% | $5,630-72.6% | $4,274-63.9% |
| Admin fee / account holder | $2,354 | $6,724-65.0% | $16,006-85.3% | $7,775-69.7% |