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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 | $8,832 | $106,749-91.7% | $145,433-93.9% | $82,448-89.3% |
| Participation rate | 95.7% | 75.6%+20.0pp | 82.1%+13.5pp | 68.1%+27.6pp |
| Annual return | 21.49% | 27.59%-6.1pp | 66.58%-45.1pp | 41.64%-20.2pp |
| Employer contribution / active EE | $1,564 | $3,444-54.6% | $4,554-65.7% | $2,551-38.7% |
| Participant deferral / active EE | $2,825 | $6,519-56.7% | $7,897-64.2% | $4,139-31.8% |
| Admin fee / account holder | $1,334 | $8,390-84.1% | $13,129-89.8% | $7,234-81.6% |