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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 | $8,705 | $59,839-85.5% | $81,988-89.4% | $79,858-89.1% |
| Participation rate | 84.4% | 61.6%+22.8pp | 69.3%+15.2pp | 69.6%+14.8pp |
| Annual return | 21.82% | 17.56%+4.3pp | 41.31%-19.5pp | 31.72%-9.9pp |
| Employer contribution / active EE | $976 | $1,713-43.0% | $2,498-60.9% | $2,471-60.5% |
| Participant deferral / active EE | $1,774 | $2,695-34.2% | $3,722-52.3% | $3,740-52.6% |
| Admin fee / account holder | $493 | $4,287-88.5% | $5,665-91.3% | $5,306-90.7% |