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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 | $10,667 | $81,504-86.9% | $102,437-89.6% | $80,959-86.8% |
| Participation rate | 86.3% | 66.9%+19.4pp | 74.5%+11.7pp | 67.7%+18.6pp |
| Annual return | 12.92% | 25.60%-12.7pp | 24.95%-12.0pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,398 | $3,104-55.0% | $3,871-63.9% | $2,757-49.3% |
| Participant deferral / active EE | $2,672 | $3,871-31.0% | $5,060-47.2% | $4,300-37.9% |
| Admin fee / account holder | $2,950 | $6,719-56.1% | $8,388-64.8% | $6,925-57.4% |