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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 | $8,317 | $73,787-88.7% | $98,716-91.6% | $82,448-89.9% |
| Participation rate | 88.9% | 61.4%+27.5pp | 69.3%+19.6pp | 68.1%+20.8pp |
| Annual return | 20.58% | 18.57%+2.0pp | 31.81%-11.2pp | 41.64%-21.1pp |
| Employer contribution / active EE | $1,043 | $1,511-31.0% | $2,279-54.2% | $2,551-59.1% |
| Participant deferral / active EE | $1,702 | $3,081-44.8% | $4,048-58.0% | $4,139-58.9% |
| Admin fee / account holder | $964 | $6,500-85.2% | $8,703-88.9% | $7,234-86.7% |