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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 | $69,444-89.1% | $92,985-91.8% | $87,485-91.3% |
| Participation rate | 92.0% | 63.3%+28.7pp | 69.5%+22.5pp | 68.9%+23.1pp |
| Annual return | 15.92% | 23.85%-7.9pp | 27.99%-12.1pp | 26.06%-10.1pp |
| Employer contribution / active EE | $1,063 | $1,917-44.5% | $2,662-60.1% | $2,596-59.0% |
| Participant deferral / active EE | $1,317 | $3,364-60.9% | $4,377-69.9% | $4,274-69.2% |
| Admin fee / account holder | $2,462 | $6,137-59.9% | $9,463-74.0% | $7,775-68.3% |