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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 | $10,534 | $48,078-78.1% | $78,676-86.6% | $62,881-83.2% |
| Participation rate | 85.7% | 65.2%+20.5pp | 73.6%+12.1pp | 69.3%+16.4pp |
| Annual return | 19.79% | 31.36%-11.6pp | 62.19%-42.4pp | 20.14%-0.4pp |
| Employer contribution / active EE | $796 | $2,015-60.5% | $2,850-72.1% | $2,281-65.1% |
| Participant deferral / active EE | $832 | $2,587-67.8% | $3,517-76.3% | $3,203-74.0% |
| Admin fee / account holder | $2,884 | $3,206-10.1% | $4,510-36.1% | $4,296-32.9% |