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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 | $9,539 | $78,015-87.8% | $178,505-94.7% | $80,959-88.2% |
| Participation rate | 96.6% | 65.7%+30.9pp | 77.1%+19.4pp | 67.7%+28.9pp |
| Annual return | 14.68% | 18.10%-3.4pp | 27.16%-12.5pp | 35.67%-21.0pp |
| Employer contribution / active EE | $2,293 | $2,281+0.5% | $3,955-42.0% | $2,757-16.8% |
| Participant deferral / active EE | $3,320 | $4,406-24.6% | $6,280-47.1% | $4,300-22.8% |
| Admin fee / account holder | $781 | $7,160-89.1% | $10,428-92.5% | $6,925-88.7% |