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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 | $8,093 | $81,358-90.1% | $155,556-94.8% | $80,959-90.0% |
| Participation rate | 79.5% | 66.3%+13.2pp | 78.2%+1.3pp | 67.7%+11.8pp |
| Annual return | 13.11% | 33.39%-20.3pp | 64.84%-51.7pp | 35.67%-22.6pp |
| Employer contribution / active EE | $730 | $3,106-76.5% | $4,675-84.4% | $2,757-73.5% |
| Participant deferral / active EE | $932 | $3,455-73.0% | $5,631-83.4% | $4,300-78.3% |
| Admin fee / account holder | $318 | $7,994-96.0% | $15,885-98.0% | $6,925-95.4% |