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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 | $7,777 | $72,273-89.2% | $101,275-92.3% | $79,856-90.3% |
| Participation rate | 97.1% | 68.5%+28.6pp | 75.8%+21.3pp | 69.6%+27.4pp |
| Annual return | 18.79% | 22.30%-3.5pp | 46.48%-27.7pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,030 | $2,691-61.7% | $3,660-71.9% | $2,471-58.3% |
| Participant deferral / active EE | $1,441 | $3,282-56.1% | $4,371-67.0% | $3,741-61.5% |
| Admin fee / account holder | $755 | $4,401-82.9% | $5,948-87.3% | $5,306-85.8% |