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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 | $8,834 | $107,733-91.8% | $92,985-90.5% | $154,746-94.3% |
| Participation rate | 91.7% | 74.6%+17.1pp | 69.5%+22.2pp | 80.7%+11.0pp |
| Annual return | 23.32% | 30.39%-7.1pp | 27.99%-4.7pp | 172.34%-149.0pp |
| Employer contribution / active EE | $1,589 | $3,126-49.2% | $2,662-40.3% | $4,379-63.7% |
| Participant deferral / active EE | $2,403 | $5,053-52.4% | $4,377-45.1% | $6,730-64.3% |
| Admin fee / account holder | $1,485 | $11,369-86.9% | $9,463-84.3% | $14,365-89.7% |