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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 | $13,574 | $72,486-81.3% | $87,103-84.4% | $72,976-81.4% |
| Participation rate | 94.4% | 72.8%+21.6pp | 76.9%+17.6pp | 69.5%+25.0pp |
| Annual return | 26.67% | 24.46%+2.2pp | 28.19%-1.5pp | 81.02%-54.3pp |
| Employer contribution / active EE | $866 | $1,894-54.3% | $2,521-65.6% | $2,440-64.5% |
| Participant deferral / active EE | $6,407 | $3,270+96.0% | $4,049+58.3% | $3,608+77.6% |
| Admin fee / account holder | $743 | $5,055-85.3% | $7,491-90.1% | $5,124-85.5% |