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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 | $8,603 | $81,403-89.4% | $147,027-94.1% | $87,485-90.2% |
| Participation rate | 92.0% | 63.4%+28.6pp | 73.7%+18.3pp | 68.9%+23.1pp |
| Annual return | 28.93% | 16.51%+12.4pp | 20.23%+8.7pp | 26.06%+2.9pp |
| Employer contribution / active EE | $1,276 | $2,205-42.1% | $3,626-64.8% | $2,596-50.8% |
| Participant deferral / active EE | $2,320 | $3,315-30.0% | $4,933-53.0% | $4,274-45.7% |
| Admin fee / account holder | $1,189 | $6,755-82.4% | $12,223-90.3% | $7,775-84.7% |