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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 | $11,202 | $73,978-84.9% | $96,515-88.4% | $75,173-85.1% |
| Participation rate | 92.5% | 66.4%+26.1pp | 74.3%+18.2pp | 67.2%+25.3pp |
| Annual return | 18.94% | 26.72%-7.8pp | 35.73%-16.8pp | 160.72%-141.8pp |
| Employer contribution / active EE | $1,528 | $2,931-47.9% | $3,740-59.1% | $2,671-42.8% |
| Participant deferral / active EE | $2,772 | $3,660-24.3% | $4,880-43.2% | $4,126-32.8% |
| Admin fee / account holder | $948 | $5,219-81.8% | $6,735-85.9% | $5,651-83.2% |