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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 | $11,037 | $93,589-88.2% | $135,942-91.9% | $75,181-85.3% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 28.11% | 30.90%-2.8pp | 68.28%-40.2pp | 160.69%-132.6pp |
| Employer contribution / active EE | $1,679 | $3,537-52.5% | $4,858-65.4% | $2,671-37.1% |
| Participant deferral / active EE | $3,690 | $6,405-42.4% | $7,759-52.4% | $4,126-10.6% |
| Admin fee / account holder | $331 | $6,977-95.3% | $10,764-96.9% | $5,650-94.1% |