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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 | $7,862 | $114,119-93.1% | $107,187-92.7% | $138,895-94.3% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.8pp | 79.9%-2.1pp |
| Annual return | 18.19% | 273.21%-255.0pp | 204.55%-186.4pp | 145.39%-127.2pp |
| Employer contribution / active EE | $1,046 | $4,059-74.2% | $3,782-72.3% | $4,194-75.1% |
| Participant deferral / active EE | $1,767 | $5,538-68.1% | $5,096-65.3% | $6,396-72.4% |
| Admin fee / account holder | $371 | $10,024-96.3% | $9,162-96.0% | $12,562-97.0% |