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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 | $67,894-86.6% | $89,340-89.8% | $82,448-88.9% |
| Participation rate | 92.5% | 64.0%+28.5pp | 69.6%+23.0pp | 68.1%+24.5pp |
| Annual return | 27.56% | 19.21%+8.4pp | 20.57%+7.0pp | 41.64%-14.1pp |
| Employer contribution / active EE | $1,911 | $1,828+4.6% | $2,231-14.3% | $2,551-25.1% |
| Participant deferral / active EE | $2,826 | $3,072-8.0% | $3,823-26.1% | $4,139-31.7% |
| Admin fee / account holder | $801 | $5,723-86.0% | $6,704-88.0% | $7,234-88.9% |