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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 | $9,163 | $102,609-91.1% | $98,090-90.7% | $138,895-93.4% |
| Participation rate | 92.3% | 82.8%+9.5pp | 81.5%+10.8pp | 79.9%+12.4pp |
| Annual return | 35.03% | 36.44%-1.4pp | 37.05%-2.0pp | 145.39%-110.4pp |
| Employer contribution / active EE | $2,154 | $3,867-44.3% | $3,606-40.3% | $4,194-48.6% |
| Participant deferral / active EE | $3,546 | $8,167-56.6% | $7,845-54.8% | $6,396-44.6% |
| Admin fee / account holder | $767 | $11,434-93.3% | $11,815-93.5% | $12,562-93.9% |