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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 | $13,406 | $81,504-83.6% | $102,437-86.9% | $80,959-83.4% |
| Participation rate | 81.3% | 66.9%+14.4pp | 74.5%+6.7pp | 67.7%+13.6pp |
| Annual return | 12.26% | 25.60%-13.3pp | 24.95%-12.7pp | 35.67%-23.4pp |
| Employer contribution / active EE | $2,198 | $3,104-29.2% | $3,871-43.2% | $2,757-20.3% |
| Participant deferral / active EE | $3,808 | $3,871-1.6% | $5,060-24.8% | $4,300-11.5% |
| Admin fee / account holder | $1,841 | $6,719-72.6% | $8,388-78.1% | $6,925-73.4% |