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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 | $9,239 | $76,834-88.0% | $108,359-91.5% | $87,485-89.4% |
| Participation rate | 85.0% | 61.7%+23.3pp | 70.1%+14.9pp | 68.9%+16.1pp |
| Annual return | 21.95% | 19.09%+2.9pp | 36.89%-14.9pp | 26.06%-4.1pp |
| Employer contribution / active EE | $941 | $1,556-39.5% | $2,399-60.8% | $2,596-63.7% |
| Participant deferral / active EE | $2,914 | $3,100-6.0% | $4,137-29.6% | $4,274-31.8% |
| Admin fee / account holder | $820 | $6,537-87.5% | $9,741-91.6% | $7,775-89.5% |