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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 | $8,032 | $78,015-89.7% | $178,505-95.5% | $80,959-90.1% |
| Participation rate | 90.0% | 65.7%+24.3pp | 77.1%+12.9pp | 67.7%+22.3pp |
| Annual return | 26.55% | 18.10%+8.5pp | 27.16%-0.6pp | 35.67%-9.1pp |
| Employer contribution / active EE | $1,479 | $2,281-35.2% | $3,955-62.6% | $2,757-46.4% |
| Participant deferral / active EE | $3,871 | $4,406-12.1% | $6,280-38.4% | $4,300-10.0% |
| Admin fee / account holder | $320 | $7,160-95.5% | $10,428-96.9% | $6,925-95.4% |