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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 | $14,688 | $76,551-80.8% | $123,894-88.1% | $62,881-76.6% |
| Participation rate | 94.9% | 73.0%+21.9pp | 81.4%+13.5pp | 69.3%+25.6pp |
| Annual return | 7.04% | 18.68%-11.6pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,940 | $2,882-32.7% | $4,617-58.0% | $2,281-14.9% |
| Participant deferral / active EE | $4,570 | $4,840-5.6% | $5,984-23.6% | $3,203+42.7% |
| Admin fee / account holder | $1,967 | $4,826-59.2% | $8,357-76.5% | $4,296-54.2% |