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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 | $17,987 | $71,215-74.7% | $93,696-80.8% | $80,935-77.8% |
| Participation rate | 96.2% | 60.4%+35.8pp | 68.7%+27.4pp | 67.7%+28.5pp |
| Annual return | 11.20% | 11.27%-0.1pp | 133.74%-122.5pp | 35.66%-24.5pp |
| Employer contribution / active EE | $1,179 | $1,565-24.7% | $2,422-51.3% | $2,757-57.2% |
| Participant deferral / active EE | $6,515 | $4,037+61.4% | $4,417+47.5% | $4,299+51.5% |
| Admin fee / account holder | $1,357 | $6,958-80.5% | $8,287-83.6% | $6,924-80.4% |