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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 | $8,216 | $81,276-89.9% | $155,574-94.7% | $80,925-89.8% |
| Participation rate | 87.9% | 66.2%+21.7pp | 78.2%+9.7pp | 67.7%+20.3pp |
| Annual return | 14.81% | 33.36%-18.5pp | 64.87%-50.1pp | 35.65%-20.8pp |
| Employer contribution / active EE | $1,332 | $3,103-57.1% | $4,676-71.5% | $2,756-51.7% |
| Participant deferral / active EE | $2,078 | $3,453-39.8% | $5,629-63.1% | $4,299-51.7% |
| Admin fee / account holder | $1,132 | $7,993-85.8% | $15,914-92.9% | $6,940-83.7% |