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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 | $19,890 | $76,551-74.0% | $123,894-83.9% | $62,881-68.4% |
| Participation rate | 83.6% | 73.0%+10.6pp | 81.4%+2.2pp | 69.3%+14.3pp |
| Annual return | 14.33% | 18.68%-4.3pp | 47.52%-33.2pp | 20.14%-5.8pp |
| Employer contribution / active EE | $791 | $2,882-72.6% | $4,617-82.9% | $2,281-65.3% |
| Participant deferral / active EE | $9,861 | $4,840+103.8% | $5,984+64.8% | $3,203+207.9% |
| Admin fee / account holder | $706 | $4,826-85.4% | $8,357-91.6% | $4,296-83.6% |