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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 | $9,772 | $106,524-90.8% | $152,301-93.6% | $87,485-88.8% |
| Participation rate | 91.1% | 75.8%+15.4pp | 82.4%+8.7pp | 68.9%+22.2pp |
| Annual return | 30.95% | 26.89%+4.1pp | 80.50%-49.6pp | 26.06%+4.9pp |
| Employer contribution / active EE | $2,674 | $3,371-20.7% | $4,624-42.2% | $2,596+3.0% |
| Participant deferral / active EE | $3,807 | $6,525-41.7% | $8,004-52.4% | $4,274-10.9% |
| Admin fee / account holder | $1,096 | $8,287-86.8% | $14,398-92.4% | $7,775-85.9% |