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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 | $10,771 | $106,524-89.9% | $152,301-92.9% | $87,485-87.7% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.4%-4.7pp | 68.9%+8.8pp |
| Annual return | 18.89% | 26.89%-8.0pp | 80.50%-61.6pp | 26.06%-7.2pp |
| Employer contribution / active EE | $1,592 | $3,371-52.8% | $4,624-65.6% | $2,596-38.7% |
| Participant deferral / active EE | $3,268 | $6,525-49.9% | $8,004-59.2% | $4,274-23.5% |
| Admin fee / account holder | $798 | $8,287-90.4% | $14,398-94.5% | $7,775-89.7% |