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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 | $10,446 | $78,015-86.6% | $178,505-94.1% | $80,959-87.1% |
| Participation rate | 74.4% | 65.7%+8.7pp | 77.1%-2.8pp | 67.7%+6.7pp |
| Annual return | 14.46% | 18.10%-3.6pp | 27.16%-12.7pp | 35.67%-21.2pp |
| Employer contribution / active EE | $1,979 | $2,281-13.2% | $3,955-50.0% | $2,757-28.2% |
| Participant deferral / active EE | $2,245 | $4,406-49.0% | $6,280-64.2% | $4,300-47.8% |
| Admin fee / account holder | $2,474 | $7,160-65.5% | $10,428-76.3% | $6,925-64.3% |