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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 | $4,957 | $73,978-93.3% | $96,515-94.9% | $75,173-93.4% |
| Participation rate | 82.4% | 66.4%+15.9pp | 74.3%+8.0pp | 67.2%+15.1pp |
| Annual return | 25.23% | 26.72%-1.5pp | 35.73%-10.5pp | 160.72%-135.5pp |
| Employer contribution / active EE | $1,465 | $2,931-50.0% | $3,740-60.8% | $2,671-45.1% |
| Participant deferral / active EE | $1,736 | $3,660-52.6% | $4,880-64.4% | $4,126-57.9% |
| Admin fee / account holder | $1,231 | $5,219-76.4% | $6,735-81.7% | $5,651-78.2% |