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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 | $8,297 | $56,121-85.2% | $92,985-91.1% | $64,340-87.1% |
| Participation rate | 95.2% | 44.9%+50.2pp | 69.5%+25.7pp | 55.2%+39.9pp |
| Annual return | 13.51% | 19.19%-5.7pp | 27.99%-14.5pp | 24.14%-10.6pp |
| Employer contribution / active EE | $1,123 | $1,351-16.9% | $2,662-57.8% | $1,862-39.7% |
| Participant deferral / active EE | $1,639 | $2,362-30.6% | $4,377-62.6% | $2,980-45.0% |
| Admin fee / account holder | $1,773 | $6,869-74.2% | $9,463-81.3% | $3,703-52.1% |