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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 | $13,039 | $73,787-82.3% | $98,716-86.8% | $82,448-84.2% |
| Participation rate | 96.1% | 61.4%+34.7pp | 69.3%+26.8pp | 68.1%+28.0pp |
| Annual return | 19.74% | 18.57%+1.2pp | 31.81%-12.1pp | 41.64%-21.9pp |
| Employer contribution / active EE | $743 | $1,511-50.8% | $2,279-67.4% | $2,551-70.9% |
| Participant deferral / active EE | $1,831 | $3,081-40.6% | $4,048-54.8% | $4,139-55.8% |
| Admin fee / account holder | $871 | $6,500-86.6% | $8,703-90.0% | $7,234-88.0% |