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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 | $8,693 | $73,787-88.2% | $98,716-91.2% | $82,448-89.5% |
| Participation rate | 90.7% | 61.4%+29.3pp | 69.3%+21.4pp | 68.1%+22.7pp |
| Annual return | 12.98% | 18.57%-5.6pp | 31.81%-18.8pp | 41.64%-28.7pp |
| Employer contribution / active EE | $2,570 | $1,511+70.0% | $2,279+12.8% | $2,551+0.7% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $509 | $6,500-92.2% | $8,703-94.1% | $7,234-93.0% |