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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 | $77,358-89.4% | $102,184-92.0% | $87,485-90.6% |
| Participation rate | 89.5% | 78.7%+10.8pp | 82.6%+6.9pp | 68.9%+20.5pp |
| Annual return | 39.73% | 41.11%-1.4pp | 31.58%+8.2pp | 26.06%+13.7pp |
| Employer contribution / active EE | $608 | $2,562-76.3% | $3,594-83.1% | $2,596-76.6% |
| Participant deferral / active EE | $3,856 | $6,753-42.9% | $8,309-53.6% | $4,274-9.8% |
| Admin fee / account holder | $333 | $6,809-95.1% | $11,609-97.1% | $7,775-95.7% |