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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 | $5,300 | $81,331-93.5% | $155,534-96.6% | $80,935-93.5% |
| Participation rate | 96.7% | 66.3%+30.4pp | 78.2%+18.4pp | 67.7%+29.0pp |
| Annual return | 12.41% | 33.37%-21.0pp | 64.92%-52.5pp | 35.66%-23.2pp |
| Employer contribution / active EE | $1,298 | $3,105-58.2% | $4,675-72.2% | $2,757-52.9% |
| Participant deferral / active EE | $2,481 | $3,454-28.2% | $5,630-55.9% | $4,299-42.3% |
| Admin fee / account holder | $325 | $7,999-95.9% | $15,900-98.0% | $6,924-95.3% |