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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 | $6,836 | $57,140-88.0% | $85,240-92.0% | $80,959-91.6% |
| Participation rate | 87.1% | 56.4%+30.7pp | 67.5%+19.6pp | 67.7%+19.4pp |
| Annual return | 20.93% | 21.71%-0.8pp | 66.75%-45.8pp | 35.67%-14.7pp |
| Employer contribution / active EE | $1,898 | $1,802+5.3% | $2,735-30.6% | $2,757-31.2% |
| Participant deferral / active EE | $2,140 | $3,115-31.3% | $4,527-52.7% | $4,300-50.2% |
| Admin fee / account holder | $1,017 | $4,992-79.6% | $6,165-83.5% | $6,925-85.3% |