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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 | $11,641 | $58,099-80.0% | $76,872-84.9% | $75,173-84.5% |
| Participation rate | 82.1% | 63.9%+18.3pp | 69.6%+12.6pp | 67.2%+14.9pp |
| Annual return | 18.48% | 26.71%-8.2pp | 37.90%-19.4pp | 160.72%-142.2pp |
| Employer contribution / active EE | $930 | $1,996-53.4% | $2,533-63.3% | $2,671-65.2% |
| Participant deferral / active EE | $3,159 | $2,999+5.3% | $3,832-17.6% | $4,126-23.4% |
| Admin fee / account holder | $309 | $4,778-93.5% | $5,476-94.4% | $5,651-94.5% |