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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 | $9,739 | $86,949-88.8% | $102,460-90.5% | $80,959-88.0% |
| Participation rate | 81.1% | 72.4%+8.7pp | 76.5%+4.6pp | 67.7%+13.4pp |
| Annual return | 16.28% | 18.89%-2.6pp | 29.47%-13.2pp | 35.67%-19.4pp |
| Employer contribution / active EE | $1,507 | $2,370-36.4% | $3,025-50.2% | $2,757-45.4% |
| Participant deferral / active EE | $2,875 | $4,121-30.2% | $5,056-43.1% | $4,300-33.1% |
| Admin fee / account holder | $335 | $8,048-95.8% | $9,460-96.5% | $6,925-95.2% |