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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 | $9,854 | $93,617-89.5% | $135,982-92.8% | $75,177-86.9% |
| Participation rate | 92.0% | 75.2%+16.8pp | 81.9%+10.1pp | 67.2%+24.8pp |
| Annual return | 20.48% | 30.89%-10.4pp | 68.32%-47.8pp | 160.75%-140.3pp |
| Employer contribution / active EE | $3,810 | $3,538+7.7% | $4,859-21.6% | $2,671+42.7% |
| Participant deferral / active EE | $7,124 | $6,406+11.2% | $7,760-8.2% | $4,126+72.7% |
| Admin fee / account holder | $1,899 | $6,980-72.8% | $10,767-82.4% | $5,651-66.4% |