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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 | $11,883 | $106,524-88.8% | $152,301-92.2% | $87,485-86.4% |
| Participation rate | 89.7% | 75.8%+14.0pp | 82.4%+7.3pp | 68.9%+20.8pp |
| Annual return | 21.11% | 26.89%-5.8pp | 80.50%-59.4pp | 26.06%-4.9pp |
| Employer contribution / active EE | $1,028 | $3,371-69.5% | $4,624-77.8% | $2,596-60.4% |
| Participant deferral / active EE | $3,367 | $6,525-48.4% | $8,004-57.9% | $4,274-21.2% |
| Admin fee / account holder | $807 | $8,287-90.3% | $14,398-94.4% | $7,775-89.6% |