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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 | $13,687 | $83,485-83.6% | $125,180-89.1% | $72,983-81.2% |
| Participation rate | 87.2% | 73.3%+13.9pp | 79.8%+7.4pp | 69.5%+17.7pp |
| Annual return | 22.41% | 25.78%-3.4pp | 43.79%-21.4pp | 81.01%-58.6pp |
| Employer contribution / active EE | $1,222 | $2,346-47.9% | $3,866-68.4% | $2,440-49.9% |
| Participant deferral / active EE | $3,112 | $3,586-13.2% | $4,937-37.0% | $3,608-13.7% |
| Admin fee / account holder | $1,139 | $5,518-79.4% | $9,703-88.3% | $5,124-77.8% |