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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 | $115,225-92.6% | $100,712-91.5% | $138,895-93.9% |
| Participation rate | 81.8% | 74.3%+7.5pp | 69.3%+12.5pp | 79.9%+1.9pp |
| Annual return | 28.94% | 40.35%-11.4pp | 33.27%-4.3pp | 145.39%-116.5pp |
| Employer contribution / active EE | $1,804 | $2,771-34.9% | $2,313-22.0% | $4,194-57.0% |
| Participant deferral / active EE | $2,071 | $4,699-55.9% | $4,085-49.3% | $6,396-67.6% |
| Admin fee / account holder | $963 | $10,844-91.1% | $9,256-89.6% | $12,562-92.3% |