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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 | $10,493 | $101,795-89.7% | $165,100-93.6% | $80,959-87.0% |
| Participation rate | 82.1% | 71.8%+10.2pp | 78.6%+3.4pp | 67.7%+14.4pp |
| Annual return | 18.66% | 16.73%+1.9pp | 70.21%-51.6pp | 35.67%-17.0pp |
| Employer contribution / active EE | $1,657 | $2,954-43.9% | $4,348-61.9% | $2,757-39.9% |
| Participant deferral / active EE | $2,087 | $4,476-53.4% | $6,035-65.4% | $4,300-51.5% |
| Admin fee / account holder | $1,027 | $8,221-87.5% | $12,696-91.9% | $6,925-85.2% |