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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 | $9,756 | $112,729-91.3% | $98,716-90.1% | $137,256-92.9% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.3%+22.4pp | 80.0%+11.7pp |
| Annual return | 17.02% | 38.48%-21.5pp | 31.81%-14.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,901 | $2,725-30.2% | $2,279-16.6% | $4,156-54.2% |
| Participant deferral / active EE | $2,762 | $4,640-40.5% | $4,048-31.8% | $6,407-56.9% |
| Admin fee / account holder | $655 | $10,129-93.5% | $8,703-92.5% | $12,270-94.7% |