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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 | $7,897 | $124,980-93.7% | $108,359-92.7% | $154,746-94.9% |
| Participation rate | 93.3% | 75.2%+18.2pp | 70.1%+23.2pp | 80.7%+12.6pp |
| Annual return | 15.42% | 45.00%-29.6pp | 36.89%-21.5pp | 172.34%-156.9pp |
| Employer contribution / active EE | $880 | $2,851-69.1% | $2,399-63.3% | $4,379-79.9% |
| Participant deferral / active EE | $2,610 | $4,743-45.0% | $4,137-36.9% | $6,730-61.2% |
| Admin fee / account holder | $1,566 | $11,502-86.4% | $9,741-83.9% | $14,365-89.1% |