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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 | $10,872 | $71,230-84.7% | $93,727-88.4% | $80,959-86.6% |
| Participation rate | 97.6% | 60.4%+37.2pp | 68.7%+28.9pp | 67.7%+29.9pp |
| Annual return | 12.36% | 11.26%+1.1pp | 133.83%-121.5pp | 35.67%-23.3pp |
| Employer contribution / active EE | $1,564 | $1,565-0.1% | $2,421-35.4% | $2,757-43.3% |
| Participant deferral / active EE | $2,905 | $4,037-28.0% | $4,417-34.2% | $4,300-32.4% |
| Admin fee / account holder | $1,044 | $6,961-85.0% | $8,292-87.4% | $6,925-84.9% |