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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 | $106,749-89.0% | $145,433-91.9% | $82,448-85.8% |
| Participation rate | 87.1% | 75.6%+11.4pp | 82.1%+5.0pp | 68.1%+19.0pp |
| Annual return | 17.78% | 27.59%-9.8pp | 66.58%-48.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $760 | $3,444-77.9% | $4,554-83.3% | $2,551-70.2% |
| Participant deferral / active EE | $3,744 | $6,519-42.6% | $7,897-52.6% | $4,139-9.6% |
| Admin fee / account holder | $934 | $8,390-88.9% | $13,129-92.9% | $7,234-87.1% |