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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 | $97,550-86.3% | $120,344-88.9% | $87,485-84.7% |
| Participation rate | 96.2% | 72.8%+23.3pp | 76.7%+19.4pp | 68.9%+27.2pp |
| Annual return | 13.44% | 18.41%-5.0pp | 20.30%-6.9pp | 26.06%-12.6pp |
| Employer contribution / active EE | $1,041 | $2,291-54.5% | $3,020-65.5% | $2,596-59.9% |
| Participant deferral / active EE | $1,989 | $4,230-53.0% | $5,135-61.3% | $4,274-53.5% |
| Admin fee / account holder | $1,338 | $9,543-86.0% | $12,742-89.5% | $7,775-82.8% |