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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 | $13,823 | $73,787-81.3% | $98,716-86.0% | $82,448-83.2% |
| Participation rate | 83.3% | 61.4%+21.9pp | 69.3%+14.0pp | 68.1%+15.3pp |
| Annual return | 16.13% | 18.57%-2.4pp | 31.81%-15.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,030 | $1,511-31.8% | $2,279-54.8% | $2,551-59.6% |
| Participant deferral / active EE | $3,330 | $3,081+8.1% | $4,048-17.7% | $4,139-19.6% |
| Admin fee / account holder | $2,951 | $6,500-54.6% | $8,703-66.1% | $7,234-59.2% |