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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 | $7,508 | $81,276-90.8% | $155,574-95.2% | $80,925-90.7% |
| Participation rate | 85.0% | 66.2%+18.8pp | 78.2%+6.8pp | 67.7%+17.3pp |
| Annual return | 12.44% | 33.36%-20.9pp | 64.87%-52.4pp | 35.65%-23.2pp |
| Employer contribution / active EE | $1,059 | $3,103-65.9% | $4,676-77.3% | $2,756-61.6% |
| Participant deferral / active EE | $1,661 | $3,453-51.9% | $5,629-70.5% | $4,299-61.4% |
| Admin fee / account holder | $760 | $7,993-90.5% | $15,914-95.2% | $6,940-89.1% |