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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 | $13,074 | $60,349-78.3% | $74,184-82.4% | $62,881-79.2% |
| Participation rate | 82.9% | 72.7%+10.1pp | 76.6%+6.2pp | 69.3%+13.6pp |
| Annual return | 8.75% | 21.38%-12.6pp | 17.74%-9.0pp | 20.14%-11.4pp |
| Employer contribution / active EE | $441 | $1,680-73.8% | $2,370-81.4% | $2,281-80.7% |
| Participant deferral / active EE | $1,887 | $2,856-33.9% | $3,550-46.9% | $3,203-41.1% |
| Admin fee / account holder | $2,446 | $4,261-42.6% | $5,586-56.2% | $4,296-43.1% |