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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 | $6,771 | $181,896-96.3% | $156,551-95.7% | $273,972-97.5% |
| Participation rate | 90.0% | 88.4%+1.6pp | 84.0%+6.0pp | 83.0%+7.0pp |
| Annual return | 12.23% | 30.74%-18.5pp | 32.23%-20.0pp | 41.46%-29.2pp |
| Employer contribution / active EE | $1,678 | $6,248-73.1% | $5,501-69.5% | $4,869-65.5% |
| Participant deferral / active EE | $2,209 | $5,550-60.2% | $4,871-54.7% | $5,287-58.2% |
| Admin fee / account holder | $1,401 | $15,560-91.0% | $13,028-89.2% | $10,133-86.2% |