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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 | $9,535 | $106,524-91.0% | $152,301-93.7% | $87,485-89.1% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.4%+0.9pp | 68.9%+14.4pp |
| Annual return | 17.72% | 26.89%-9.2pp | 80.50%-62.8pp | 26.06%-8.3pp |
| Employer contribution / active EE | $2,248 | $3,371-33.3% | $4,624-51.4% | $2,596-13.4% |
| Participant deferral / active EE | $3,426 | $6,525-47.5% | $8,004-57.2% | $4,274-19.8% |
| Admin fee / account holder | $4,181 | $8,287-49.5% | $14,398-71.0% | $7,775-46.2% |