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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 | $11,308 | $124,425-90.9% | $112,040-89.9% | $137,256-91.8% |
| Participation rate | 84.2% | 79.3%+4.9pp | 76.5%+7.7pp | 80.0%+4.3pp |
| Annual return | 22.93% | 24.72%-1.8pp | 24.52%-1.6pp | 220.34%-197.4pp |
| Employer contribution / active EE | $1,691 | $3,411-50.4% | $2,954-42.8% | $4,156-59.3% |
| Participant deferral / active EE | $3,382 | $5,718-40.9% | $5,098-33.7% | $6,407-47.2% |
| Admin fee / account holder | $953 | $15,207-93.7% | $12,098-92.1% | $12,270-92.2% |