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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 | $8,670 | $76,834-88.7% | $108,359-92.0% | $87,485-90.1% |
| Participation rate | 97.1% | 61.7%+35.4pp | 70.1%+27.0pp | 68.9%+28.2pp |
| Annual return | 14.02% | 19.09%-5.1pp | 36.89%-22.9pp | 26.06%-12.0pp |
| Employer contribution / active EE | $1,105 | $1,556-29.0% | $2,399-54.0% | $2,596-57.5% |
| Participant deferral / active EE | $2,556 | $3,100-17.6% | $4,137-38.2% | $4,274-40.2% |
| Admin fee / account holder | $1,402 | $6,537-78.6% | $9,741-85.6% | $7,775-82.0% |