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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 | $8,196 | $59,123-86.1% | $77,183-89.4% | $75,181-89.1% |
| Participation rate | 90.8% | 63.9%+26.9pp | 69.6%+21.2pp | 67.2%+23.6pp |
| Annual return | 18.36% | 26.72%-8.4pp | 37.89%-19.5pp | 160.69%-142.3pp |
| Employer contribution / active EE | $964 | $1,996-51.7% | $2,534-62.0% | $2,671-63.9% |
| Participant deferral / active EE | $2,328 | $2,999-22.4% | $3,833-39.3% | $4,126-43.6% |
| Admin fee / account holder | $1,290 | $4,776-73.0% | $5,475-76.4% | $5,650-77.2% |