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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 | $12,380 | $86,940-85.8% | $102,434-87.9% | $80,935-84.7% |
| Participation rate | 91.9% | 72.4%+19.5pp | 76.5%+15.4pp | 67.7%+24.3pp |
| Annual return | 11.24% | 18.89%-7.7pp | 29.46%-18.2pp | 35.66%-24.4pp |
| Employer contribution / active EE | $1,829 | $2,370-22.8% | $3,023-39.5% | $2,757-33.7% |
| Participant deferral / active EE | $2,283 | $4,121-44.6% | $5,055-54.8% | $4,299-46.9% |
| Admin fee / account holder | $1,276 | $8,047-84.1% | $9,462-86.5% | $6,924-81.6% |