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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 | $7,951 | $100,970-92.1% | $96,576-91.8% | $137,256-94.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 26.43% | 38.16%-11.7pp | 38.47%-12.0pp | 220.34%-193.9pp |
| Employer contribution / active EE | $888 | $3,809-76.7% | $3,553-75.0% | $4,156-78.6% |
| Participant deferral / active EE | $3,286 | $8,286-60.3% | $7,956-58.7% | $6,407-48.7% |
| Admin fee / account holder | $991 | $11,312-91.2% | $11,381-91.3% | $12,270-91.9% |