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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 | $10,490 | $106,749-90.2% | $145,433-92.8% | $82,448-87.3% |
| Participation rate | 93.3% | 75.6%+17.7pp | 82.1%+11.2pp | 68.1%+25.3pp |
| Annual return | 18.61% | 27.59%-9.0pp | 66.58%-48.0pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,401 | $3,444-59.3% | $4,554-69.2% | $2,551-45.1% |
| Participant deferral / active EE | $3,580 | $6,519-45.1% | $7,897-54.7% | $4,139-13.5% |
| Admin fee / account holder | $737 | $8,390-91.2% | $13,129-94.4% | $7,234-89.8% |