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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 | $7,121 | $81,504-91.3% | $102,437-93.0% | $80,959-91.2% |
| Participation rate | 86.5% | 66.9%+19.6pp | 74.5%+12.0pp | 67.7%+18.8pp |
| Annual return | 13.40% | 25.60%-12.2pp | 24.95%-11.5pp | 35.67%-22.3pp |
| Employer contribution / active EE | $1,351 | $3,104-56.5% | $3,871-65.1% | $2,757-51.0% |
| Participant deferral / active EE | $2,390 | $3,871-38.3% | $5,060-52.8% | $4,300-44.4% |
| Admin fee / account holder | $305 | $6,719-95.5% | $8,388-96.4% | $6,925-95.6% |