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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 | $8,513 | $112,729-92.4% | $98,716-91.4% | $137,256-93.8% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.3%+12.5pp | 80.0%+1.9pp |
| Annual return | 28.94% | 38.48%-9.5pp | 31.81%-2.9pp | 220.34%-191.4pp |
| Employer contribution / active EE | $1,804 | $2,725-33.8% | $2,279-20.8% | $4,156-56.6% |
| Participant deferral / active EE | $2,071 | $4,640-55.4% | $4,048-48.8% | $6,407-67.7% |
| Admin fee / account holder | $963 | $10,129-90.5% | $8,703-88.9% | $12,270-92.2% |