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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 | $8,543 | $90,674-90.6% | $96,707-91.2% | $82,448-89.6% |
| Participation rate | 97.1% | 75.9%+21.2pp | 80.4%+16.7pp | 68.1%+29.0pp |
| Annual return | 21.77% | 49.05%-27.3pp | 34.78%-13.0pp | 41.64%-19.9pp |
| Employer contribution / active EE | $2,295 | $3,975-42.3% | $4,191-45.2% | $2,551-10.0% |
| Participant deferral / active EE | $3,516 | $5,696-38.3% | $5,997-41.4% | $4,139-15.1% |
| Admin fee / account holder | $536 | $7,568-92.9% | $7,503-92.9% | $7,234-92.6% |