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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 | $7,324 | $112,729-93.5% | $98,716-92.6% | $137,256-94.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 10.89% | 38.48%-27.6pp | 31.81%-20.9pp | 220.34%-209.5pp |
| Employer contribution / active EE | $834 | $2,725-69.4% | $2,279-63.4% | $4,156-79.9% |
| Participant deferral / active EE | $1,266 | $4,640-72.7% | $4,048-68.7% | $6,407-80.2% |
| Admin fee / account holder | $666 | $10,129-93.4% | $8,703-92.3% | $12,270-94.6% |