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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 | $13,413 | $95,453-85.9% | $112,040-88.0% | $82,448-83.7% |
| Participation rate | 96.2% | 72.8%+23.4pp | 76.5%+19.7pp | 68.1%+28.1pp |
| Annual return | 13.44% | 23.92%-10.5pp | 24.52%-11.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,041 | $2,318-55.1% | $2,954-64.7% | $2,551-59.2% |
| Participant deferral / active EE | $1,989 | $4,224-52.9% | $5,098-61.0% | $4,139-51.9% |
| Admin fee / account holder | $1,338 | $9,013-85.2% | $12,098-88.9% | $7,234-81.5% |