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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 | $7,990 | $90,728-91.2% | $86,279-90.7% | $138,895-94.2% |
| Participation rate | 85.7% | 81.0%+4.7pp | 78.7%+7.0pp | 79.9%+5.8pp |
| Annual return | 18.40% | 34.83%-16.4pp | 30.40%-12.0pp | 145.39%-127.0pp |
| Employer contribution / active EE | $1,007 | $4,974-79.8% | $4,663-78.4% | $4,194-76.0% |
| Participant deferral / active EE | $2,686 | $6,125-56.1% | $5,658-52.5% | $6,396-58.0% |
| Admin fee / account holder | $2,988 | $11,808-74.7% | $10,485-71.5% | $12,562-76.2% |