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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 | $9,404 | $81,358-88.4% | $155,556-94.0% | $80,959-88.4% |
| Participation rate | 88.5% | 66.3%+22.2pp | 78.2%+10.2pp | 67.7%+20.8pp |
| Annual return | 12.49% | 33.39%-20.9pp | 64.84%-52.4pp | 35.67%-23.2pp |
| Employer contribution / active EE | $1,132 | $3,106-63.5% | $4,675-75.8% | $2,757-58.9% |
| Participant deferral / active EE | $2,748 | $3,455-20.5% | $5,631-51.2% | $4,300-36.1% |
| Admin fee / account holder | $1,669 | $7,994-79.1% | $15,885-89.5% | $6,925-75.9% |