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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 | $10,911 | $138,385-92.1% | $184,243-94.1% | $80,925-86.5% |
| Participation rate | 77.8% | 83.9%-6.1pp | 86.8%-9.0pp | 67.7%+10.1pp |
| Annual return | 13.86% | 20.02%-6.2pp | 28.82%-15.0pp | 35.65%-21.8pp |
| Employer contribution / active EE | $1,826 | $4,851-62.4% | $6,427-71.6% | $2,756-33.8% |
| Participant deferral / active EE | $3,948 | $7,075-44.2% | $9,132-56.8% | $4,299-8.2% |
| Admin fee / account holder | $367 | $10,489-96.5% | $13,914-97.4% | $6,940-94.7% |