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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 | $106,524-91.7% | $152,301-94.2% | $87,485-89.9% |
| Participation rate | 95.7% | 75.8%+19.9pp | 82.4%+13.2pp | 68.9%+26.7pp |
| Annual return | 21.49% | 26.89%-5.4pp | 80.50%-59.0pp | 26.06%-4.6pp |
| Employer contribution / active EE | $1,564 | $3,371-53.6% | $4,624-66.2% | $2,596-39.8% |
| Participant deferral / active EE | $2,825 | $6,525-56.7% | $8,004-64.7% | $4,274-33.9% |
| Admin fee / account holder | $1,334 | $8,287-83.9% | $14,398-90.7% | $7,775-82.8% |