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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 | $11,072 | $84,953-87.0% | $163,379-93.2% | $82,637-86.6% |
| Participation rate | 92.3% | 65.9%+26.4pp | 76.8%+15.5pp | 68.1%+24.3pp |
| Annual return | 22.44% | 23.07%-0.6pp | 63.41%-41.0pp | 53.51%-31.1pp |
| Employer contribution / active EE | $1,034 | $2,183-52.6% | $3,752-72.4% | $2,552-59.5% |
| Participant deferral / active EE | $1,499 | $4,326-65.4% | $6,282-76.1% | $4,126-63.7% |
| Admin fee / account holder | $332 | $7,921-95.8% | $9,818-96.6% | $7,339-95.5% |