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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 | $9,121 | $72,607-87.4% | $90,259-89.9% | $87,485-89.6% |
| Participation rate | 92.5% | 64.8%+27.7pp | 70.7%+21.8pp | 68.9%+23.6pp |
| Annual return | 27.56% | 18.59%+9.0pp | 18.88%+8.7pp | 26.06%+1.5pp |
| Employer contribution / active EE | $1,911 | $1,919-0.4% | $2,291-16.6% | $2,596-26.4% |
| Participant deferral / active EE | $2,826 | $3,055-7.5% | $3,827-26.1% | $4,274-33.9% |
| Admin fee / account holder | $801 | $5,947-86.5% | $7,267-89.0% | $7,775-89.7% |