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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 | $7,032 | $81,233-91.3% | $155,567-95.5% | $80,874-91.3% |
| Participation rate | 79.3% | 66.2%+13.1pp | 78.2%+1.1pp | 67.6%+11.7pp |
| Annual return | 13.84% | 33.33%-19.5pp | 64.74%-50.9pp | 35.62%-21.8pp |
| Employer contribution / active EE | $2,438 | $3,101-21.4% | $4,674-47.8% | $2,756-11.5% |
| Participant deferral / active EE | $3,133 | $3,452-9.2% | $5,628-44.3% | $4,297-27.1% |
| Admin fee / account holder | $332 | $7,998-95.8% | $15,916-97.9% | $6,935-95.2% |