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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 | $11,589 | $73,787-84.3% | $98,716-88.3% | $82,448-85.9% |
| Participation rate | 88.1% | 61.4%+26.7pp | 69.3%+18.8pp | 68.1%+20.0pp |
| Annual return | 22.87% | 18.57%+4.3pp | 31.81%-8.9pp | 41.64%-18.8pp |
| Employer contribution / active EE | $1,800 | $1,511+19.1% | $2,279-21.0% | $2,551-29.5% |
| Participant deferral / active EE | $2,582 | $3,081-16.2% | $4,048-36.2% | $4,139-37.6% |
| Admin fee / account holder | $1,149 | $6,500-82.3% | $8,703-86.8% | $7,234-84.1% |