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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 | $8,463 | $124,980-93.2% | $108,359-92.2% | $154,746-94.5% |
| Participation rate | 80.0% | 75.2%+4.8pp | 70.1%+9.9pp | 80.7%-0.7pp |
| Annual return | 20.10% | 45.00%-24.9pp | 36.89%-16.8pp | 172.34%-152.2pp |
| Employer contribution / active EE | $1,413 | $2,851-50.4% | $2,399-41.1% | $4,379-67.7% |
| Participant deferral / active EE | $1,696 | $4,743-64.2% | $4,137-59.0% | $6,730-74.8% |
| Admin fee / account holder | $1,116 | $11,502-90.3% | $9,741-88.5% | $14,365-92.2% |