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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 | $8,534 | $52,306-83.7% | $69,779-87.8% | $62,881-86.4% |
| Participation rate | 72.4% | 67.2%+5.2pp | 71.8%+0.6pp | 69.3%+3.1pp |
| Annual return | 4.93% | 13.35%-8.4pp | 12.99%-8.1pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,140 | $1,799-36.6% | $2,338-51.2% | $2,281-50.0% |
| Participant deferral / active EE | $1,735 | $2,395-27.5% | $2,931-40.8% | $3,203-45.8% |
| Admin fee / account holder | $2,305 | $3,691-37.6% | $4,381-47.4% | $4,296-46.4% |