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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 | $10,677 | $86,949-87.7% | $102,460-89.6% | $80,959-86.8% |
| Participation rate | 95.1% | 72.4%+22.7pp | 76.5%+18.6pp | 67.7%+27.4pp |
| Annual return | 12.73% | 18.89%-6.2pp | 29.47%-16.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $995 | $2,370-58.0% | $3,025-67.1% | $2,757-63.9% |
| Participant deferral / active EE | $2,455 | $4,121-40.4% | $5,056-51.4% | $4,300-42.9% |
| Admin fee / account holder | $1,491 | $8,048-81.5% | $9,460-84.2% | $6,925-78.5% |