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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 | $10,117 | $106,524-90.5% | $152,301-93.4% | $87,485-88.4% |
| Participation rate | 95.3% | 75.8%+19.6pp | 82.4%+12.9pp | 68.9%+26.4pp |
| Annual return | 14.73% | 26.89%-12.2pp | 80.50%-65.8pp | 26.06%-11.3pp |
| Employer contribution / active EE | $1,918 | $3,371-43.1% | $4,624-58.5% | $2,596-26.1% |
| Participant deferral / active EE | $3,032 | $6,525-53.5% | $8,004-62.1% | $4,274-29.1% |
| Admin fee / account holder | $685 | $8,287-91.7% | $14,398-95.2% | $7,775-91.2% |