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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 | $12,662 | $72,486-82.5% | $87,103-85.5% | $72,976-82.6% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.9%+12.0pp | 69.5%+19.4pp |
| Annual return | 20.02% | 24.46%-4.4pp | 28.19%-8.2pp | 81.02%-61.0pp |
| Employer contribution / active EE | $1,036 | $1,894-45.3% | $2,521-58.9% | $2,440-57.6% |
| Participant deferral / active EE | $3,597 | $3,270+10.0% | $4,049-11.2% | $3,608-0.3% |
| Admin fee / account holder | $840 | $5,055-83.4% | $7,491-88.8% | $5,124-83.6% |