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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 | $7,503 | $124,425-94.0% | $112,040-93.3% | $137,256-94.5% |
| Participation rate | 94.7% | 79.3%+15.4pp | 76.5%+18.2pp | 80.0%+14.8pp |
| Annual return | 19.29% | 24.72%-5.4pp | 24.52%-5.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,502 | $3,411-56.0% | $2,954-49.1% | $4,156-63.9% |
| Participant deferral / active EE | $2,547 | $5,718-55.5% | $5,098-50.0% | $6,407-60.2% |
| Admin fee / account holder | $1,138 | $15,207-92.5% | $12,098-90.6% | $12,270-90.7% |