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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 | $8,217 | $78,520-89.5% | $96,576-91.5% | $82,448-90.0% |
| Participation rate | 89.5% | 77.7%+11.7pp | 81.4%+8.0pp | 68.1%+21.4pp |
| Annual return | 39.73% | 41.30%-1.6pp | 38.47%+1.3pp | 41.64%-1.9pp |
| Employer contribution / active EE | $608 | $2,630-76.9% | $3,553-82.9% | $2,551-76.2% |
| Participant deferral / active EE | $3,856 | $6,754-42.9% | $7,956-51.5% | $4,139-6.9% |
| Admin fee / account holder | $333 | $13,455-97.5% | $11,381-97.1% | $7,234-95.4% |