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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 | $6,420 | $88,707-92.8% | $74,184-91.3% | $273,972-97.7% |
| Participation rate | 81.8% | 79.4%+2.4pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 17.16% | 11.94%+5.2pp | 17.74%-0.6pp | 41.46%-24.3pp |
| Employer contribution / active EE | $2,095 | $3,159-33.7% | $2,370-11.6% | $4,869-57.0% |
| Participant deferral / active EE | $3,290 | $4,212-21.9% | $3,550-7.3% | $5,287-37.8% |
| Admin fee / account holder | $370 | $8,717-95.8% | $5,586-93.4% | $10,133-96.3% |