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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 | $8,559 | $95,453-91.0% | $112,040-92.4% | $82,448-89.6% |
| Participation rate | 89.7% | 72.8%+16.9pp | 76.5%+13.2pp | 68.1%+21.6pp |
| Annual return | 19.27% | 23.92%-4.7pp | 24.52%-5.2pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,249 | $2,318-46.1% | $2,954-57.7% | $2,551-51.1% |
| Participant deferral / active EE | $2,163 | $4,224-48.8% | $5,098-57.6% | $4,139-47.7% |
| Admin fee / account holder | $489 | $9,013-94.6% | $12,098-96.0% | $7,234-93.2% |