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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 | $10,271 | $93,345-89.0% | $119,126-91.4% | $87,485-88.3% |
| Participation rate | 88.9% | 68.7%+20.2pp | 75.8%+13.1pp | 68.9%+20.0pp |
| Annual return | 20.51% | 19.08%+1.4pp | 282.11%-261.6pp | 26.06%-5.5pp |
| Employer contribution / active EE | $2,606 | $3,172-17.8% | $4,034-35.4% | $2,596+0.4% |
| Participant deferral / active EE | $3,165 | $4,099-22.8% | $5,318-40.5% | $4,274-25.9% |
| Admin fee / account holder | $408 | $8,039-94.9% | $10,693-96.2% | $7,775-94.8% |