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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 | $8,912 | $81,331-89.0% | $155,534-94.3% | $80,935-89.0% |
| Participation rate | 84.8% | 66.3%+18.6pp | 78.2%+6.6pp | 67.7%+17.2pp |
| Annual return | 12.09% | 33.37%-21.3pp | 64.92%-52.8pp | 35.66%-23.6pp |
| Employer contribution / active EE | $1,203 | $3,105-61.3% | $4,675-74.3% | $2,757-56.4% |
| Participant deferral / active EE | $2,388 | $3,454-30.9% | $5,630-57.6% | $4,299-44.4% |
| Admin fee / account holder | $2,261 | $7,999-71.7% | $15,900-85.8% | $6,924-67.4% |