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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 | $7,850 | $107,733-92.7% | $92,985-91.6% | $154,746-94.9% |
| Participation rate | 90.9% | 74.6%+16.3pp | 69.5%+21.4pp | 80.7%+10.2pp |
| Annual return | 20.22% | 30.39%-10.2pp | 27.99%-7.8pp | 172.34%-152.1pp |
| Employer contribution / active EE | $642 | $3,126-79.5% | $2,662-75.9% | $4,379-85.3% |
| Participant deferral / active EE | $2,651 | $5,053-47.5% | $4,377-39.4% | $6,730-60.6% |
| Admin fee / account holder | $331 | $11,369-97.1% | $9,463-96.5% | $14,365-97.7% |