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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 | $12,970 | $54,541-76.2% | $78,778-83.5% | $70,126-81.5% |
| Participation rate | 86.8% | 60.8%+26.0pp | 69.2%+17.6pp | 69.5%+17.3pp |
| Annual return | 18.78% | 21.07%-2.3pp | 35.62%-16.8pp | 73.15%-54.4pp |
| Employer contribution / active EE | $1,089 | $1,089+0.1% | $1,986-45.2% | $2,343-53.5% |
| Participant deferral / active EE | $1,654 | $2,210-25.2% | $2,958-44.1% | $3,332-50.4% |
| Admin fee / account holder | $804 | $3,709-78.3% | $5,134-84.3% | $4,645-82.7% |