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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 | $10,248 | $99,875-89.7% | $146,866-93.0% | $86,983-88.2% |
| Participation rate | 85.0% | 75.8%+9.2pp | 82.5%+2.5pp | 69.5%+15.5pp |
| Annual return | 18.46% | 28.10%-9.6pp | 102.85%-84.4pp | 25.83%-7.4pp |
| Employer contribution / active EE | $345 | $3,224-89.3% | $4,425-92.2% | $2,584-86.6% |
| Participant deferral / active EE | $2,545 | $6,322-59.7% | $7,759-67.2% | $4,194-39.3% |
| Admin fee / account holder | $508 | $7,838-93.5% | $13,620-96.3% | $7,856-93.5% |