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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 | $112,729-93.0% | $98,716-92.0% | $137,256-94.2% |
| Participation rate | 93.3% | 74.2%+19.1pp | 69.3%+24.0pp | 80.0%+13.4pp |
| Annual return | 15.42% | 38.48%-23.1pp | 31.81%-16.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $880 | $2,725-67.7% | $2,279-61.4% | $4,156-78.8% |
| Participant deferral / active EE | $2,610 | $4,640-43.8% | $4,048-35.5% | $6,407-59.3% |
| Admin fee / account holder | $1,566 | $10,129-84.5% | $8,703-82.0% | $12,270-87.2% |