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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 | $11,055 | $73,787-85.0% | $98,716-88.8% | $82,448-86.6% |
| Participation rate | 94.1% | 61.4%+32.7pp | 69.3%+24.8pp | 68.1%+26.0pp |
| Annual return | 19.29% | 18.57%+0.7pp | 31.81%-12.5pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,245 | $1,511-17.6% | $2,279-45.3% | $2,551-51.2% |
| Participant deferral / active EE | $2,734 | $3,081-11.3% | $4,048-32.5% | $4,139-33.9% |
| Admin fee / account holder | $1,848 | $6,500-71.6% | $8,703-78.8% | $7,234-74.5% |