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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 | $7,411 | $94,436-92.2% | $115,599-93.6% | $82,637-91.0% |
| Participation rate | 89.7% | 70.4%+19.3pp | 74.3%+15.5pp | 68.1%+21.7pp |
| Annual return | 19.79% | 18.37%+1.4pp | 111.10%-91.3pp | 53.51%-33.7pp |
| Employer contribution / active EE | $1,776 | $2,324-23.6% | $2,955-39.9% | $2,552-30.4% |
| Participant deferral / active EE | $2,363 | $3,955-40.2% | $4,889-51.7% | $4,126-42.7% |
| Admin fee / account holder | $1,123 | $10,328-89.1% | $12,841-91.3% | $7,339-84.7% |