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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 | $13,352 | $81,504-83.6% | $102,437-87.0% | $80,959-83.5% |
| Participation rate | 89.1% | 66.9%+22.3pp | 74.5%+14.6pp | 67.7%+21.5pp |
| Annual return | 12.46% | 25.60%-13.1pp | 24.95%-12.5pp | 35.67%-23.2pp |
| Employer contribution / active EE | $1,322 | $3,104-57.4% | $3,871-65.8% | $2,757-52.0% |
| Participant deferral / active EE | $2,451 | $3,871-36.7% | $5,060-51.6% | $4,300-43.0% |
| Admin fee / account holder | $1,142 | $6,719-83.0% | $8,388-86.4% | $6,925-83.5% |