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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 | $11,219 | $88,707-87.4% | $74,184-84.9% | $273,972-95.9% |
| Participation rate | 94.4% | 79.4%+15.0pp | 76.6%+17.8pp | 83.0%+11.4pp |
| Annual return | 7.55% | 11.94%-4.4pp | 17.74%-10.2pp | 41.46%-33.9pp |
| Employer contribution / active EE | $1,885 | $3,159-40.3% | $2,370-20.5% | $4,869-61.3% |
| Participant deferral / active EE | $3,969 | $4,212-5.8% | $3,550+11.8% | $5,287-24.9% |
| Admin fee / account holder | $3,526 | $8,717-59.6% | $5,586-36.9% | $10,133-65.2% |