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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 | $12,611 | $106,749-88.2% | $145,433-91.3% | $82,448-84.7% |
| Participation rate | 79.4% | 75.6%+3.8pp | 82.1%-2.7pp | 68.1%+11.3pp |
| Annual return | 34.96% | 27.59%+7.4pp | 66.58%-31.6pp | 41.64%-6.7pp |
| Employer contribution / active EE | $1,294 | $3,444-62.4% | $4,554-71.6% | $2,551-49.3% |
| Participant deferral / active EE | $2,628 | $6,519-59.7% | $7,897-66.7% | $4,139-36.5% |
| Admin fee / account holder | $407 | $8,390-95.1% | $13,129-96.9% | $7,234-94.4% |