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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 | $13,053 | $108,825-88.0% | $156,181-91.6% | $82,448-84.2% |
| Participation rate | 93.8% | 72.4%+21.4pp | 78.8%+14.9pp | 68.1%+25.7pp |
| Annual return | 18.26% | 20.59%-2.3pp | 64.87%-46.6pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,556 | $2,870-45.8% | $4,294-63.8% | $2,551-39.0% |
| Participant deferral / active EE | $2,636 | $4,577-42.4% | $6,132-57.0% | $4,139-36.3% |
| Admin fee / account holder | $1,713 | $9,341-81.7% | $14,586-88.3% | $7,234-76.3% |