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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 | $14,784 | $106,524-86.1% | $152,301-90.3% | $87,485-83.1% |
| Participation rate | 89.1% | 75.8%+13.3pp | 82.4%+6.6pp | 68.9%+20.2pp |
| Annual return | 24.09% | 26.89%-2.8pp | 80.50%-56.4pp | 26.06%-2.0pp |
| Employer contribution / active EE | $2,122 | $3,371-37.1% | $4,624-54.1% | $2,596-18.3% |
| Participant deferral / active EE | $2,716 | $6,525-58.4% | $8,004-66.1% | $4,274-36.4% |
| Admin fee / account holder | $373 | $8,287-95.5% | $14,398-97.4% | $7,775-95.2% |