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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 | $13,590 | $78,015-82.6% | $178,505-92.4% | $80,959-83.2% |
| Participation rate | 97.2% | 65.7%+31.6pp | 77.1%+20.1pp | 67.7%+29.6pp |
| Annual return | 13.70% | 18.10%-4.4pp | 27.16%-13.5pp | 35.67%-22.0pp |
| Employer contribution / active EE | $1,965 | $2,281-13.9% | $3,955-50.3% | $2,757-28.7% |
| Participant deferral / active EE | $2,177 | $4,406-50.6% | $6,280-65.3% | $4,300-49.4% |
| Admin fee / account holder | $1,287 | $7,160-82.0% | $10,428-87.7% | $6,925-81.4% |