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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 | $7,488 | $86,940-91.4% | $102,434-92.7% | $80,935-90.7% |
| Participation rate | 83.5% | 72.4%+11.2pp | 76.5%+7.0pp | 67.7%+15.9pp |
| Annual return | 15.34% | 18.89%-3.6pp | 29.46%-14.1pp | 35.66%-20.3pp |
| Employer contribution / active EE | $929 | $2,370-60.8% | $3,023-69.3% | $2,757-66.3% |
| Participant deferral / active EE | $2,330 | $4,121-43.5% | $5,055-53.9% | $4,299-45.8% |
| Admin fee / account holder | $509 | $8,047-93.7% | $9,462-94.6% | $6,924-92.6% |