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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 | $13,445 | $78,013-82.8% | $178,449-92.5% | $80,911-83.4% |
| Participation rate | 81.1% | 65.7%+15.4pp | 77.1%+4.0pp | 67.6%+13.4pp |
| Annual return | 13.12% | 18.07%-4.9pp | 27.09%-14.0pp | 35.63%-22.5pp |
| Employer contribution / active EE | $1,710 | $2,287-25.2% | $3,951-56.7% | $2,756-37.9% |
| Participant deferral / active EE | $2,971 | $4,408-32.6% | $6,277-52.7% | $4,297-30.9% |
| Admin fee / account holder | $1,123 | $7,166-84.3% | $10,362-89.2% | $6,935-83.8% |