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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 | $109,620-93.2% | $148,496-95.0% | $94,015-92.1% |
| Participation rate | 89.7% | 71.3%+18.5pp | 76.0%+13.7pp | 70.8%+18.9pp |
| Annual return | 19.79% | 17.54%+2.2pp | 12.33%+7.5pp | 17.84%+1.9pp |
| Employer contribution / active EE | $1,776 | $2,618-32.2% | $3,497-49.2% | $2,790-36.3% |
| Participant deferral / active EE | $2,363 | $3,831-38.3% | $4,808-50.9% | $4,249-44.4% |
| Admin fee / account holder | $1,123 | $10,050-88.8% | $19,547-94.3% | $8,951-87.5% |