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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 | $8,098 | $60,349-86.6% | $74,184-89.1% | $62,881-87.1% |
| Participation rate | 96.8% | 72.7%+24.0pp | 76.6%+20.2pp | 69.3%+27.5pp |
| Annual return | 6.47% | 21.38%-14.9pp | 17.74%-11.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,287 | $1,680-23.4% | $2,370-45.7% | $2,281-43.6% |
| Participant deferral / active EE | $1,526 | $2,856-46.6% | $3,550-57.0% | $3,203-52.3% |
| Admin fee / account holder | $737 | $4,261-82.7% | $5,586-86.8% | $4,296-82.8% |