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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 | $7,899 | $81,504-90.3% | $102,437-92.3% | $80,959-90.2% |
| Participation rate | 80.0% | 66.9%+13.1pp | 74.5%+5.5pp | 67.7%+12.3pp |
| Annual return | 16.15% | 25.60%-9.4pp | 24.95%-8.8pp | 35.67%-19.5pp |
| Employer contribution / active EE | $1,162 | $3,104-62.6% | $3,871-70.0% | $2,757-57.8% |
| Participant deferral / active EE | $2,481 | $3,871-35.9% | $5,060-51.0% | $4,300-42.3% |
| Admin fee / account holder | $703 | $6,719-89.5% | $8,388-91.6% | $6,925-89.8% |