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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 | $11,098 | $106,749-89.6% | $145,433-92.4% | $82,448-86.5% |
| Participation rate | 91.7% | 75.6%+16.0pp | 82.1%+9.5pp | 68.1%+23.6pp |
| Annual return | 20.69% | 27.59%-6.9pp | 66.58%-45.9pp | 41.64%-20.9pp |
| Employer contribution / active EE | $1,332 | $3,444-61.3% | $4,554-70.7% | $2,551-47.8% |
| Participant deferral / active EE | $3,237 | $6,519-50.3% | $7,897-59.0% | $4,139-21.8% |
| Admin fee / account holder | $3,423 | $8,390-59.2% | $13,129-73.9% | $7,234-52.7% |