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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 | $11,889 | $95,453-87.5% | $112,040-89.4% | $82,448-85.6% |
| Participation rate | 89.5% | 72.8%+16.7pp | 76.5%+13.0pp | 68.1%+21.4pp |
| Annual return | 14.78% | 23.92%-9.1pp | 24.52%-9.7pp | 41.64%-26.9pp |
| Employer contribution / active EE | $811 | $2,318-65.0% | $2,954-72.5% | $2,551-68.2% |
| Participant deferral / active EE | $2,042 | $4,224-51.7% | $5,098-59.9% | $4,139-50.7% |
| Admin fee / account holder | $596 | $9,013-93.4% | $12,098-95.1% | $7,234-91.8% |