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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 | $8,438 | $126,661-93.3% | $113,397-92.6% | $138,895-93.9% |
| Participation rate | 92.9% | 79.4%+13.4pp | 76.5%+16.4pp | 79.9%+12.9pp |
| Annual return | 25.85% | 25.05%+0.8pp | 23.20%+2.6pp | 145.39%-119.5pp |
| Employer contribution / active EE | $1,213 | $3,456-64.9% | $2,977-59.3% | $4,194-71.1% |
| Participant deferral / active EE | $2,330 | $5,693-59.1% | $5,076-54.1% | $6,396-63.6% |
| Admin fee / account holder | $1,144 | $14,549-92.1% | $11,957-90.4% | $12,562-90.9% |