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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 | $9,280 | $126,661-92.7% | $113,397-91.8% | $138,895-93.3% |
| Participation rate | 94.4% | 79.4%+15.0pp | 76.5%+17.9pp | 79.9%+14.5pp |
| Annual return | 13.13% | 25.05%-11.9pp | 23.20%-10.1pp | 145.39%-132.3pp |
| Employer contribution / active EE | $1,003 | $3,456-71.0% | $2,977-66.3% | $4,194-76.1% |
| Participant deferral / active EE | $3,492 | $5,693-38.7% | $5,076-31.2% | $6,396-45.4% |
| Admin fee / account holder | $1,267 | $14,549-91.3% | $11,957-89.4% | $12,562-89.9% |