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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 | $13,997 | $77,962-82.0% | $178,540-92.2% | $80,935-82.7% |
| Participation rate | 77.8% | 65.7%+12.1pp | 77.1%+0.7pp | 67.7%+10.1pp |
| Annual return | 13.39% | 18.10%-4.7pp | 27.15%-13.8pp | 35.66%-22.3pp |
| Employer contribution / active EE | $864 | $2,280-62.1% | $3,953-78.1% | $2,757-68.7% |
| Participant deferral / active EE | $2,193 | $4,404-50.2% | $6,281-65.1% | $4,299-49.0% |
| Admin fee / account holder | $1,171 | $7,156-83.6% | $10,424-88.8% | $6,924-83.1% |