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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 | $13,560 | $86,940-84.4% | $102,434-86.8% | $80,935-83.2% |
| Participation rate | 70.3% | 72.4%-2.1pp | 76.5%-6.2pp | 67.7%+2.6pp |
| Annual return | 12.34% | 18.89%-6.5pp | 29.46%-17.1pp | 35.66%-23.3pp |
| Employer contribution / active EE | $1,321 | $2,370-44.3% | $3,023-56.3% | $2,757-52.1% |
| Participant deferral / active EE | $2,672 | $4,121-35.2% | $5,055-47.1% | $4,299-37.9% |
| Admin fee / account holder | $475 | $8,047-94.1% | $9,462-95.0% | $6,924-93.1% |