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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 | $12,339 | $48,078-74.3% | $78,676-84.3% | $62,881-80.4% |
| Participation rate | 84.6% | 65.2%+19.4pp | 73.6%+11.1pp | 69.3%+15.3pp |
| Annual return | 7.60% | 31.36%-23.8pp | 62.19%-54.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $2,057 | $2,015+2.1% | $2,850-27.8% | $2,281-9.8% |
| Participant deferral / active EE | $1,084 | $2,587-58.1% | $3,517-69.2% | $3,203-66.2% |
| Admin fee / account holder | $2,225 | $3,206-30.6% | $4,510-50.7% | $4,296-48.2% |