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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 | $9,627 | $79,894-88.0% | $135,792-92.9% | $82,637-88.4% |
| Participation rate | 98.3% | 63.0%+35.3pp | 72.6%+25.7pp | 68.1%+30.3pp |
| Annual return | 28.51% | 17.20%+11.3pp | 25.96%+2.6pp | 53.51%-25.0pp |
| Employer contribution / active EE | $1,591 | $2,165-26.5% | $3,496-54.5% | $2,552-37.7% |
| Participant deferral / active EE | $2,310 | $3,194-27.7% | $4,759-51.5% | $4,126-44.0% |
| Admin fee / account holder | $959 | $6,434-85.1% | $12,266-92.2% | $7,339-86.9% |