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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 | $7,383 | $97,550-92.4% | $120,344-93.9% | $87,485-91.6% |
| Participation rate | 87.3% | 72.8%+14.5pp | 76.7%+10.6pp | 68.9%+18.4pp |
| Annual return | 28.59% | 18.41%+10.2pp | 20.30%+8.3pp | 26.06%+2.5pp |
| Employer contribution / active EE | $1,727 | $2,291-24.6% | $3,020-42.8% | $2,596-33.5% |
| Participant deferral / active EE | $2,395 | $4,230-43.4% | $5,135-53.4% | $4,274-44.0% |
| Admin fee / account holder | $656 | $9,543-93.1% | $12,742-94.9% | $7,775-91.6% |