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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 | $11,513 | $41,377-72.2% | $109,313-89.5% | $62,881-81.7% |
| Participation rate | 88.5% | 57.5%+30.9pp | 71.3%+17.2pp | 69.3%+19.2pp |
| Annual return | 8.91% | 11.05%-2.1pp | 22.07%-13.2pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,879 | $1,276+47.2% | $3,892-51.7% | $2,281-17.6% |
| Participant deferral / active EE | $1,405 | $2,045-31.3% | $3,166-55.6% | $3,203-56.1% |
| Admin fee / account holder | $1,186 | $2,884-58.9% | $5,666-79.1% | $4,296-72.4% |