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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 | $76,834-85.7% | $108,359-89.9% | $87,485-87.5% |
| Participation rate | 96.4% | 61.7%+34.7pp | 70.1%+26.3pp | 68.9%+27.5pp |
| Annual return | 13.63% | 19.09%-5.5pp | 36.89%-23.3pp | 26.06%-12.4pp |
| Employer contribution / active EE | $931 | $1,556-40.2% | $2,399-61.2% | $2,596-64.2% |
| Participant deferral / active EE | $1,500 | $3,100-51.6% | $4,137-63.7% | $4,274-64.9% |
| Admin fee / account holder | $3,027 | $6,537-53.7% | $9,741-68.9% | $7,775-61.1% |