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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 | $10,968 | $73,787-85.1% | $98,716-88.9% | $82,448-86.7% |
| Participation rate | 96.4% | 61.4%+35.0pp | 69.3%+27.1pp | 68.1%+28.4pp |
| Annual return | 13.63% | 18.57%-4.9pp | 31.81%-18.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $931 | $1,511-38.4% | $2,279-59.2% | $2,551-63.5% |
| Participant deferral / active EE | $1,500 | $3,081-51.3% | $4,048-62.9% | $4,139-63.8% |
| Admin fee / account holder | $3,027 | $6,500-53.4% | $8,703-65.2% | $7,234-58.2% |