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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 | $8,935 | $69,444-87.1% | $92,985-90.4% | $87,485-89.8% |
| Participation rate | 91.7% | 63.3%+28.4pp | 69.5%+22.2pp | 68.9%+22.7pp |
| Annual return | 19.62% | 23.85%-4.2pp | 27.99%-8.4pp | 26.06%-6.4pp |
| Employer contribution / active EE | $770 | $1,917-59.8% | $2,662-71.1% | $2,596-70.4% |
| Participant deferral / active EE | $3,021 | $3,364-10.2% | $4,377-31.0% | $4,274-29.3% |
| Admin fee / account holder | $1,109 | $6,137-81.9% | $9,463-88.3% | $7,775-85.7% |