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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 | $9,193 | $70,486-87.0% | $100,528-90.9% | $79,852-88.5% |
| Participation rate | 94.2% | 73.6%+20.6pp | 79.4%+14.8pp | 69.6%+24.6pp |
| Annual return | 36.05% | 21.90%+14.2pp | 30.90%+5.2pp | 31.72%+4.3pp |
| Employer contribution / active EE | $1,452 | $2,165-32.9% | $3,419-57.5% | $2,471-41.2% |
| Participant deferral / active EE | $2,531 | $5,182-51.2% | $6,271-59.6% | $3,740-32.3% |
| Admin fee / account holder | $416 | $4,480-90.7% | $8,084-94.9% | $5,306-92.2% |