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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 | $11,731 | $106,864-89.0% | $147,318-92.0% | $82,637-85.8% |
| Participation rate | 87.1% | 75.5%+11.6pp | 82.1%+5.0pp | 68.1%+19.0pp |
| Annual return | 17.78% | 27.49%-9.7pp | 70.43%-52.6pp | 53.51%-35.7pp |
| Employer contribution / active EE | $760 | $3,417-77.8% | $4,593-83.5% | $2,552-70.2% |
| Participant deferral / active EE | $3,744 | $6,496-42.4% | $7,906-52.6% | $4,126-9.3% |
| Admin fee / account holder | $934 | $8,415-88.9% | $13,708-93.2% | $7,339-87.3% |