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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 | $7,981 | $124,980-93.6% | $108,359-92.6% | $154,746-94.8% |
| Participation rate | 73.3% | 75.2%-1.8pp | 70.1%+3.2pp | 80.7%-7.4pp |
| Annual return | 21.94% | 45.00%-23.1pp | 36.89%-15.0pp | 172.34%-150.4pp |
| Employer contribution / active EE | $867 | $2,851-69.6% | $2,399-63.9% | $4,379-80.2% |
| Participant deferral / active EE | $2,023 | $4,743-57.4% | $4,137-51.1% | $6,730-69.9% |
| Admin fee / account holder | $1,328 | $11,502-88.5% | $9,741-86.4% | $14,365-90.8% |