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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 | $115,225-93.1% | $100,712-92.2% | $138,895-94.3% |
| Participation rate | 93.3% | 74.3%+19.0pp | 69.3%+24.1pp | 79.9%+13.4pp |
| Annual return | 15.42% | 40.35%-24.9pp | 33.27%-17.8pp | 145.39%-130.0pp |
| Employer contribution / active EE | $880 | $2,771-68.3% | $2,313-62.0% | $4,194-79.0% |
| Participant deferral / active EE | $2,610 | $4,699-44.5% | $4,085-36.1% | $6,396-59.2% |
| Admin fee / account holder | $1,566 | $10,844-85.6% | $9,256-83.1% | $12,562-87.5% |