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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 | $7,676 | $44,746-82.8% | $88,179-91.3% | $64,097-88.0% |
| Participation rate | 76.6% | 39.8%+36.8pp | 69.1%+7.5pp | 55.2%+21.4pp |
| Annual return | 28.79% | 24.70%+4.1pp | 64.97%-36.2pp | 34.64%-5.9pp |
| Employer contribution / active EE | $1,357 | $1,078+25.9% | $2,549-46.8% | $1,891-28.3% |
| Participant deferral / active EE | $2,530 | $2,072+22.1% | $4,614-45.2% | $3,080-17.9% |
| Admin fee / account holder | $987 | $3,437-71.3% | $7,673-87.1% | $3,454-71.4% |