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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 | $4,588 | $58,627-92.2% | $76,735-94.0% | $82,448-94.4% |
| Participation rate | 88.2% | 63.2%+25.0pp | 69.5%+18.7pp | 68.1%+20.2pp |
| Annual return | 16.32% | 39.10%-22.8pp | 29.77%-13.4pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,055 | $1,729-39.0% | $2,454-57.0% | $2,551-58.7% |
| Participant deferral / active EE | $2,234 | $3,134-28.7% | $4,088-45.3% | $4,139-46.0% |
| Admin fee / account holder | $2,367 | $5,323-55.5% | $7,189-67.1% | $7,234-67.3% |