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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 | $8,845 | $78,428-88.7% | $95,960-90.8% | $79,852-88.9% |
| Participation rate | 88.1% | 73.5%+14.6pp | 77.1%+11.0pp | 69.6%+18.5pp |
| Annual return | 27.82% | 19.37%+8.4pp | 91.63%-63.8pp | 31.72%-3.9pp |
| Employer contribution / active EE | $1,376 | $1,945-29.3% | $2,541-45.9% | $2,471-44.3% |
| Participant deferral / active EE | $2,590 | $3,440-24.7% | $4,167-37.8% | $3,740-30.8% |
| Admin fee / account holder | $536 | $5,622-90.5% | $6,797-92.1% | $5,306-89.9% |