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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 | $8,216 | $81,358-89.9% | $155,556-94.7% | $80,959-89.9% |
| Participation rate | 87.9% | 66.3%+21.7pp | 78.2%+9.7pp | 67.7%+20.3pp |
| Annual return | 14.81% | 33.39%-18.6pp | 64.84%-50.0pp | 35.67%-20.9pp |
| Employer contribution / active EE | $1,332 | $3,106-57.1% | $4,675-71.5% | $2,757-51.7% |
| Participant deferral / active EE | $2,078 | $3,455-39.9% | $5,631-63.1% | $4,300-51.7% |
| Admin fee / account holder | $1,132 | $7,994-85.8% | $15,885-92.9% | $6,925-83.6% |