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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 | $12,319 | $97,550-87.4% | $120,344-89.8% | $87,485-85.9% |
| Participation rate | 78.8% | 72.8%+6.0pp | 76.7%+2.1pp | 68.9%+9.9pp |
| Annual return | 16.78% | 18.41%-1.6pp | 20.30%-3.5pp | 26.06%-9.3pp |
| Employer contribution / active EE | $1,236 | $2,291-46.0% | $3,020-59.1% | $2,596-52.4% |
| Participant deferral / active EE | $2,208 | $4,230-47.8% | $5,135-57.0% | $4,274-48.3% |
| Admin fee / account holder | $849 | $9,543-91.1% | $12,742-93.3% | $7,775-89.1% |