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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 | $13,654 | $73,787-81.5% | $98,716-86.2% | $82,448-83.4% |
| Participation rate | 84.5% | 61.4%+23.1pp | 69.3%+15.2pp | 68.1%+16.4pp |
| Annual return | 13.87% | 18.57%-4.7pp | 31.81%-17.9pp | 41.64%-27.8pp |
| Employer contribution / active EE | $898 | $1,511-40.6% | $2,279-60.6% | $2,551-64.8% |
| Participant deferral / active EE | $2,423 | $3,081-21.4% | $4,048-40.1% | $4,139-41.5% |
| Admin fee / account holder | $3,421 | $6,500-47.4% | $8,703-60.7% | $7,234-52.7% |