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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 | $11,217 | $60,349-81.4% | $74,184-84.9% | $62,881-82.2% |
| Participation rate | 71.8% | 72.7%-0.9pp | 76.6%-4.8pp | 69.3%+2.5pp |
| Annual return | 8.85% | 21.38%-12.5pp | 17.74%-8.9pp | 20.14%-11.3pp |
| Employer contribution / active EE | $376 | $1,680-77.6% | $2,370-84.1% | $2,281-83.5% |
| Participant deferral / active EE | $1,830 | $2,856-35.9% | $3,550-48.5% | $3,203-42.9% |
| Admin fee / account holder | $1,217 | $4,261-71.4% | $5,586-78.2% | $4,296-71.7% |