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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 | $8,666 | $81,276-89.3% | $155,574-94.4% | $80,925-89.3% |
| Participation rate | 96.3% | 66.2%+30.0pp | 78.2%+18.1pp | 67.7%+28.6pp |
| Annual return | 13.25% | 33.36%-20.1pp | 64.87%-51.6pp | 35.65%-22.4pp |
| Employer contribution / active EE | $1,039 | $3,103-66.5% | $4,676-77.8% | $2,756-62.3% |
| Participant deferral / active EE | $3,181 | $3,453-7.9% | $5,629-43.5% | $4,299-26.0% |
| Admin fee / account holder | $725 | $7,993-90.9% | $15,914-95.4% | $6,940-89.6% |