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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 | $69,273-86.8% | $90,796-90.0% | $82,637-89.0% |
| Participation rate | 92.5% | 64.0%+28.5pp | 69.5%+23.1pp | 68.1%+24.5pp |
| Annual return | 27.56% | 18.37%+9.2pp | 19.29%+8.3pp | 53.51%-25.9pp |
| Employer contribution / active EE | $1,911 | $1,865+2.5% | $2,294-16.7% | $2,552-25.1% |
| Participant deferral / active EE | $2,826 | $3,047-7.3% | $3,822-26.0% | $4,126-31.5% |
| Admin fee / account holder | $801 | $5,511-85.5% | $7,024-88.6% | $7,339-89.1% |