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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 | $7,785 | $182,442-95.7% | $163,379-95.2% | $138,895-94.4% |
| Participation rate | 83.3% | 79.8%+3.6pp | 76.8%+6.5pp | 79.9%+3.4pp |
| Annual return | 23.33% | 72.74%-49.4pp | 63.41%-40.1pp | 145.39%-122.1pp |
| Employer contribution / active EE | $1,256 | $4,159-69.8% | $3,752-66.5% | $4,194-70.0% |
| Participant deferral / active EE | $1,771 | $6,817-74.0% | $6,282-71.8% | $6,396-72.3% |
| Admin fee / account holder | $670 | $10,396-93.6% | $9,818-93.2% | $12,562-94.7% |