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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 | $59,440-90.5% | $78,004-92.8% | $82,637-93.2% |
| Participation rate | 88.9% | 62.8%+26.1pp | 69.4%+19.4pp | 68.1%+20.8pp |
| Annual return | 22.82% | 40.24%-17.4pp | 31.07%-8.2pp | 53.51%-30.7pp |
| Employer contribution / active EE | $1,204 | $1,750-31.2% | $2,469-51.2% | $2,552-52.8% |
| Participant deferral / active EE | $1,220 | $3,138-61.1% | $4,092-70.2% | $4,126-70.4% |
| Admin fee / account holder | $728 | $5,504-86.8% | $7,578-90.4% | $7,339-90.1% |