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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 | $7,525 | $107,733-93.0% | $92,985-91.9% | $154,746-95.1% |
| Participation rate | 91.7% | 74.6%+17.1pp | 69.5%+22.2pp | 80.7%+11.0pp |
| Annual return | 18.42% | 30.39%-12.0pp | 27.99%-9.6pp | 172.34%-153.9pp |
| Employer contribution / active EE | $1,699 | $3,126-45.6% | $2,662-36.2% | $4,379-61.2% |
| Participant deferral / active EE | $3,602 | $5,053-28.7% | $4,377-17.7% | $6,730-46.5% |
| Admin fee / account holder | $4,846 | $11,369-57.4% | $9,463-48.8% | $14,365-66.3% |