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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 | $21,860 | $60,349-63.8% | $74,184-70.5% | $62,881-65.2% |
| Participation rate | 71.1% | 72.7%-1.7pp | 76.6%-5.6pp | 69.3%+1.7pp |
| Annual return | 9.07% | 21.38%-12.3pp | 17.74%-8.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,008 | $1,680-40.0% | $2,370-57.5% | $2,281-55.8% |
| Participant deferral / active EE | $1,444 | $2,856-49.4% | $3,550-59.3% | $3,203-54.9% |
| Admin fee / account holder | $696 | $4,261-83.7% | $5,586-87.5% | $4,296-83.8% |