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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 | $5,475 | $81,487-93.3% | $102,412-94.7% | $80,935-93.2% |
| Participation rate | 93.1% | 66.8%+26.3pp | 74.5%+18.6pp | 67.7%+25.4pp |
| Annual return | 14.19% | 25.60%-11.4pp | 24.94%-10.8pp | 35.66%-21.5pp |
| Employer contribution / active EE | $1,271 | $3,103-59.0% | $3,870-67.2% | $2,757-53.9% |
| Participant deferral / active EE | $1,719 | $3,871-55.6% | $5,060-66.0% | $4,299-60.0% |
| Admin fee / account holder | $697 | $6,717-89.6% | $8,388-91.7% | $6,924-89.9% |