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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 | $8,599 | $72,471-88.1% | $94,215-90.9% | $86,983-90.1% |
| Participation rate | 84.6% | 63.9%+20.8pp | 70.0%+14.7pp | 69.5%+15.1pp |
| Annual return | 16.50% | 26.44%-9.9pp | 28.22%-11.7pp | 25.83%-9.3pp |
| Employer contribution / active EE | $682 | $1,936-64.8% | $2,675-74.5% | $2,584-73.6% |
| Participant deferral / active EE | $1,635 | $3,397-51.9% | $4,276-61.8% | $4,194-61.0% |
| Admin fee / account holder | $2,042 | $6,468-68.4% | $10,216-80.0% | $7,856-74.0% |