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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 | $8,369 | $81,276-89.7% | $155,574-94.6% | $80,925-89.7% |
| Participation rate | 75.0% | 66.2%+8.8pp | 78.2%-3.2pp | 67.7%+7.3pp |
| Annual return | 15.75% | 33.36%-17.6pp | 64.87%-49.1pp | 35.65%-19.9pp |
| Employer contribution / active EE | $2,158 | $3,103-30.5% | $4,676-53.9% | $2,756-21.7% |
| Participant deferral / active EE | $2,677 | $3,453-22.5% | $5,629-52.4% | $4,299-37.7% |
| Admin fee / account holder | $2,214 | $7,993-72.3% | $15,914-86.1% | $6,940-68.1% |