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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 | $9,565 | $81,504-88.3% | $102,437-90.7% | $80,959-88.2% |
| Participation rate | 84.6% | 66.9%+17.8pp | 74.5%+10.1pp | 67.7%+16.9pp |
| Annual return | 12.38% | 25.60%-13.2pp | 24.95%-12.6pp | 35.67%-23.3pp |
| Employer contribution / active EE | $2,152 | $3,104-30.7% | $3,871-44.4% | $2,757-21.9% |
| Participant deferral / active EE | $3,078 | $3,871-20.5% | $5,060-39.2% | $4,300-28.4% |
| Admin fee / account holder | $3,442 | $6,719-48.8% | $8,388-59.0% | $6,925-50.3% |