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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 | $8,933 | $63,809-86.0% | $81,353-89.0% | $80,935-89.0% |
| Participation rate | 86.1% | 63.9%+22.2pp | 69.5%+16.6pp | 67.7%+18.4pp |
| Annual return | 14.01% | 16.37%-2.4pp | 24.82%-10.8pp | 35.66%-21.6pp |
| Employer contribution / active EE | $965 | $1,981-51.3% | $2,464-60.8% | $2,757-65.0% |
| Participant deferral / active EE | $2,035 | $3,093-34.2% | $3,885-47.6% | $4,299-52.7% |
| Admin fee / account holder | $553 | $5,686-90.3% | $5,766-90.4% | $6,924-92.0% |