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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 | $9,542 | $86,940-89.0% | $102,434-90.7% | $80,935-88.2% |
| Participation rate | 82.0% | 72.4%+9.6pp | 76.5%+5.5pp | 67.7%+14.3pp |
| Annual return | 14.87% | 18.89%-4.0pp | 29.46%-14.6pp | 35.66%-20.8pp |
| Employer contribution / active EE | $1,538 | $2,370-35.1% | $3,023-49.1% | $2,757-44.2% |
| Participant deferral / active EE | $1,925 | $4,121-53.3% | $5,055-61.9% | $4,299-55.2% |
| Admin fee / account holder | $325 | $8,047-96.0% | $9,462-96.6% | $6,924-95.3% |