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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 | $138,312-93.3% | $122,979-92.5% | $155,188-94.0% |
| Participation rate | 94.4% | 80.2%+14.2pp | 77.2%+17.3pp | 80.8%+13.6pp |
| Annual return | 13.13% | 22.06%-8.9pp | 20.12%-7.0pp | 148.84%-135.7pp |
| Employer contribution / active EE | $1,003 | $3,530-71.6% | $3,062-67.3% | $4,248-76.4% |
| Participant deferral / active EE | $3,492 | $5,592-37.6% | $5,003-30.2% | $6,531-46.5% |
| Admin fee / account holder | $1,267 | $15,089-91.6% | $12,864-90.1% | $14,480-91.2% |