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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 | $14,004 | $86,949-83.9% | $102,460-86.3% | $80,959-82.7% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.7%+12.3pp |
| Annual return | 12.84% | 18.89%-6.1pp | 29.47%-16.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $1,176 | $2,370-50.4% | $3,025-61.1% | $2,757-57.3% |
| Participant deferral / active EE | $2,038 | $4,121-50.5% | $5,056-59.7% | $4,300-52.6% |
| Admin fee / account holder | $770 | $8,048-90.4% | $9,460-91.9% | $6,925-88.9% |