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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 | $79,894-89.2% | $135,792-93.7% | $82,637-89.6% |
| Participation rate | 92.0% | 63.0%+29.0pp | 72.6%+19.4pp | 68.1%+23.9pp |
| Annual return | 28.93% | 17.20%+11.7pp | 25.96%+3.0pp | 53.51%-24.6pp |
| Employer contribution / active EE | $1,276 | $2,165-41.0% | $3,496-63.5% | $2,552-50.0% |
| Participant deferral / active EE | $2,320 | $3,194-27.4% | $4,759-51.3% | $4,126-43.8% |
| Admin fee / account holder | $1,189 | $6,434-81.5% | $12,266-90.3% | $7,339-83.8% |