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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 | $11,096 | $110,137-89.9% | $161,149-93.1% | $82,637-86.6% |
| Participation rate | 92.0% | 72.4%+19.6pp | 78.8%+13.2pp | 68.1%+23.9pp |
| Annual return | 12.48% | 20.69%-8.2pp | 21.16%-8.7pp | 53.51%-41.0pp |
| Employer contribution / active EE | $2,514 | $2,856-12.0% | $4,360-42.3% | $2,552-1.5% |
| Participant deferral / active EE | $3,365 | $4,575-26.4% | $6,153-45.3% | $4,126-18.4% |
| Admin fee / account holder | $3,842 | $9,467-59.4% | $15,194-74.7% | $7,339-47.6% |