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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 | $76,834-84.9% | $108,359-89.3% | $87,485-86.8% |
| Participation rate | 88.1% | 61.7%+26.4pp | 70.1%+18.0pp | 68.9%+19.2pp |
| Annual return | 22.87% | 19.09%+3.8pp | 36.89%-14.0pp | 26.06%-3.2pp |
| Employer contribution / active EE | $1,800 | $1,556+15.6% | $2,399-25.0% | $2,596-30.7% |
| Participant deferral / active EE | $2,582 | $3,100-16.7% | $4,137-37.6% | $4,274-39.6% |
| Admin fee / account holder | $1,149 | $6,537-82.4% | $9,741-88.2% | $7,775-85.2% |