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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 | $7,631 | $77,574-90.2% | $108,753-93.0% | $86,983-91.2% |
| Participation rate | 96.8% | 62.3%+34.5pp | 71.1%+25.7pp | 69.5%+27.2pp |
| Annual return | 15.95% | 18.42%-2.5pp | 37.47%-21.5pp | 25.83%-9.9pp |
| Employer contribution / active EE | $876 | $1,611-45.6% | $2,427-63.9% | $2,584-66.1% |
| Participant deferral / active EE | $2,456 | $3,128-21.5% | $4,115-40.3% | $4,194-41.4% |
| Admin fee / account holder | $658 | $6,529-89.9% | $10,320-93.6% | $7,856-91.6% |