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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 | $8,842 | $115,225-92.3% | $100,712-91.2% | $138,895-93.6% |
| Participation rate | 81.8% | 74.3%+7.5pp | 69.3%+12.5pp | 79.9%+1.9pp |
| Annual return | 30.10% | 40.35%-10.3pp | 33.27%-3.2pp | 145.39%-115.3pp |
| Employer contribution / active EE | $2,173 | $2,771-21.6% | $2,313-6.0% | $4,194-48.2% |
| Participant deferral / active EE | $2,378 | $4,699-49.4% | $4,085-41.8% | $6,396-62.8% |
| Admin fee / account holder | $1,214 | $10,844-88.8% | $9,256-86.9% | $12,562-90.3% |