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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 | $9,655 | $84,236-88.5% | $170,435-94.3% | $70,126-86.2% |
| Participation rate | 94.0% | 70.8%+23.2pp | 83.6%+10.4pp | 69.5%+24.5pp |
| Annual return | 17.10% | 23.06%-6.0pp | 205.94%-188.8pp | 73.15%-56.0pp |
| Employer contribution / active EE | $1,822 | $3,387-46.2% | $5,432-66.5% | $2,343-22.2% |
| Participant deferral / active EE | $959 | $3,086-68.9% | $4,939-80.6% | $3,332-71.2% |
| Admin fee / account holder | $2,206 | $5,698-61.3% | $13,881-84.1% | $4,645-52.5% |