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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 | $9,723 | $83,485-88.4% | $125,180-92.2% | $72,983-86.7% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.5%+16.2pp |
| Annual return | 27.81% | 25.78%+2.0pp | 43.79%-16.0pp | 81.01%-53.2pp |
| Employer contribution / active EE | $1,068 | $2,346-54.5% | $3,866-72.4% | $2,440-56.2% |
| Participant deferral / active EE | $2,950 | $3,586-17.7% | $4,937-40.2% | $3,608-18.2% |
| Admin fee / account holder | $846 | $5,518-84.7% | $9,703-91.3% | $5,124-83.5% |