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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 | $7,645 | $81,358-90.6% | $155,556-95.1% | $80,959-90.6% |
| Participation rate | 75.0% | 66.3%+8.7pp | 78.2%-3.2pp | 67.7%+7.3pp |
| Annual return | 40.58% | 33.39%+7.2pp | 64.84%-24.3pp | 35.67%+4.9pp |
| Employer contribution / active EE | $1,148 | $3,106-63.1% | $4,675-75.5% | $2,757-58.4% |
| Participant deferral / active EE | $2,019 | $3,455-41.6% | $5,631-64.1% | $4,300-53.1% |
| Admin fee / account holder | $328 | $7,994-95.9% | $15,885-97.9% | $6,925-95.3% |