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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 | $7,715 | $45,050-82.9% | $63,018-87.8% | $70,126-89.0% |
| Participation rate | 91.8% | 69.5%+22.3pp | 74.8%+17.0pp | 69.5%+22.3pp |
| Annual return | 32.74% | 18.76%+14.0pp | 87.62%-54.9pp | 73.15%-40.4pp |
| Employer contribution / active EE | $1,572 | $2,052-23.4% | $2,761-43.1% | $2,343-32.9% |
| Participant deferral / active EE | $2,845 | $2,466+15.4% | $3,330-14.5% | $3,332-14.6% |
| Admin fee / account holder | $467 | $2,834-83.5% | $3,601-87.0% | $4,645-89.9% |