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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 | $16,783 | $78,015-78.5% | $178,505-90.6% | $80,959-79.3% |
| Participation rate | 89.7% | 65.7%+24.0pp | 77.1%+12.5pp | 67.7%+22.0pp |
| Annual return | 11.26% | 18.10%-6.8pp | 27.16%-15.9pp | 35.67%-24.4pp |
| Employer contribution / active EE | $1,349 | $2,281-40.9% | $3,955-65.9% | $2,757-51.1% |
| Participant deferral / active EE | $2,400 | $4,406-45.5% | $6,280-61.8% | $4,300-44.2% |
| Admin fee / account holder | $726 | $7,160-89.9% | $10,428-93.0% | $6,925-89.5% |