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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 | $14,888 | $54,541-72.7% | $78,778-81.1% | $70,126-78.8% |
| Participation rate | 89.1% | 60.8%+28.3pp | 69.2%+19.9pp | 69.5%+19.6pp |
| Annual return | 13.73% | 21.07%-7.3pp | 35.62%-21.9pp | 73.15%-59.4pp |
| Employer contribution / active EE | $2,063 | $1,089+89.5% | $1,986+3.9% | $2,343-11.9% |
| Participant deferral / active EE | $2,422 | $2,210+9.6% | $2,958-18.1% | $3,332-27.3% |
| Admin fee / account holder | $1,351 | $3,709-63.6% | $5,134-73.7% | $4,645-70.9% |