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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 | $5,073 | $57,140-91.1% | $85,240-94.0% | $80,959-93.7% |
| Participation rate | 92.3% | 56.4%+35.9pp | 67.5%+24.8pp | 67.7%+24.6pp |
| Annual return | 13.55% | 21.71%-8.2pp | 66.75%-53.2pp | 35.67%-22.1pp |
| Employer contribution / active EE | $1,462 | $1,802-18.9% | $2,735-46.6% | $2,757-47.0% |
| Participant deferral / active EE | $2,050 | $3,115-34.2% | $4,527-54.7% | $4,300-52.3% |
| Admin fee / account holder | $933 | $4,992-81.3% | $6,165-84.9% | $6,925-86.5% |