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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 | $7,083 | $59,440-88.1% | $78,004-90.9% | $82,637-91.4% |
| Participation rate | 78.4% | 62.8%+15.6pp | 69.4%+9.0pp | 68.1%+10.4pp |
| Annual return | 22.59% | 40.24%-17.6pp | 31.07%-8.5pp | 53.51%-30.9pp |
| Employer contribution / active EE | $1,925 | $1,750+10.0% | $2,469-22.0% | $2,552-24.6% |
| Participant deferral / active EE | $2,213 | $3,138-29.5% | $4,092-45.9% | $4,126-46.4% |
| Admin fee / account holder | $1,653 | $5,504-70.0% | $7,578-78.2% | $7,339-77.5% |