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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 | $9,051 | $199,109-95.5% | $173,730-94.8% | $154,746-94.2% |
| Participation rate | 81.3% | 82.8%-1.6pp | 79.6%+1.7pp | 80.7%+0.5pp |
| Annual return | 18.51% | 20.02%-1.5pp | 19.96%-1.4pp | 172.34%-153.8pp |
| Employer contribution / active EE | $2,426 | $5,311-54.3% | $4,577-47.0% | $4,379-44.6% |
| Participant deferral / active EE | $2,846 | $7,113-60.0% | $6,326-55.0% | $6,730-57.7% |
| Admin fee / account holder | $787 | $20,916-96.2% | $17,523-95.5% | $14,365-94.5% |