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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 | $7,832 | $81,276-90.4% | $155,574-95.0% | $80,925-90.3% |
| Participation rate | 87.1% | 66.2%+20.8pp | 78.2%+8.9pp | 67.7%+19.4pp |
| Annual return | 13.90% | 33.36%-19.5pp | 64.87%-51.0pp | 35.65%-21.8pp |
| Employer contribution / active EE | $917 | $3,103-70.5% | $4,676-80.4% | $2,756-66.7% |
| Participant deferral / active EE | $2,296 | $3,453-33.5% | $5,629-59.2% | $4,299-46.6% |
| Admin fee / account holder | $327 | $7,993-95.9% | $15,914-97.9% | $6,940-95.3% |