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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 | $12,315 | $110,137-88.8% | $161,149-92.4% | $82,637-85.1% |
| Participation rate | 84.4% | 72.4%+12.0pp | 78.8%+5.5pp | 68.1%+16.3pp |
| Annual return | 14.23% | 20.69%-6.5pp | 21.16%-6.9pp | 53.51%-39.3pp |
| Employer contribution / active EE | $870 | $2,856-69.5% | $4,360-80.0% | $2,552-65.9% |
| Participant deferral / active EE | $2,067 | $4,575-54.8% | $6,153-66.4% | $4,126-49.9% |
| Admin fee / account holder | $911 | $9,467-90.4% | $15,194-94.0% | $7,339-87.6% |