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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 | $5,621 | $58,627-90.4% | $76,735-92.7% | $82,448-93.2% |
| Participation rate | 88.9% | 63.2%+25.7pp | 69.5%+19.4pp | 68.1%+20.8pp |
| Annual return | 22.82% | 39.10%-16.3pp | 29.77%-6.9pp | 41.64%-18.8pp |
| Employer contribution / active EE | $1,204 | $1,729-30.4% | $2,454-51.0% | $2,551-52.8% |
| Participant deferral / active EE | $1,220 | $3,134-61.1% | $4,088-70.1% | $4,139-70.5% |
| Admin fee / account holder | $728 | $5,323-86.3% | $7,189-89.9% | $7,234-89.9% |