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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 | $106,524-89.0% | $152,301-92.3% | $87,485-86.6% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.4%+4.6pp | 68.9%+18.2pp |
| Annual return | 17.78% | 26.89%-9.1pp | 80.50%-62.7pp | 26.06%-8.3pp |
| Employer contribution / active EE | $760 | $3,371-77.5% | $4,624-83.6% | $2,596-70.7% |
| Participant deferral / active EE | $3,744 | $6,525-42.6% | $8,004-53.2% | $4,274-12.4% |
| Admin fee / account holder | $934 | $8,287-88.7% | $14,398-93.5% | $7,775-88.0% |