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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 | $10,081 | $108,825-90.7% | $156,181-93.5% | $82,448-87.8% |
| Participation rate | 90.6% | 72.4%+18.3pp | 78.8%+11.8pp | 68.1%+22.6pp |
| Annual return | 17.08% | 20.59%-3.5pp | 64.87%-47.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,888 | $2,870-34.2% | $4,294-56.0% | $2,551-26.0% |
| Participant deferral / active EE | $2,419 | $4,577-47.2% | $6,132-60.6% | $4,139-41.6% |
| Admin fee / account holder | $1,254 | $9,341-86.6% | $14,586-91.4% | $7,234-82.7% |