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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 | $7,591 | $59,440-87.2% | $78,004-90.3% | $82,637-90.8% |
| Participation rate | 92.0% | 62.8%+29.2pp | 69.4%+22.6pp | 68.1%+23.9pp |
| Annual return | 15.92% | 40.24%-24.3pp | 31.07%-15.1pp | 53.51%-37.6pp |
| Employer contribution / active EE | $1,063 | $1,750-39.2% | $2,469-56.9% | $2,552-58.3% |
| Participant deferral / active EE | $1,317 | $3,138-58.0% | $4,092-67.8% | $4,126-68.1% |
| Admin fee / account holder | $2,462 | $5,504-55.3% | $7,578-67.5% | $7,339-66.5% |