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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 | $6,543 | $81,504-92.0% | $102,437-93.6% | $80,959-91.9% |
| Participation rate | 96.4% | 66.9%+29.6pp | 74.5%+21.9pp | 67.7%+28.8pp |
| Annual return | 12.75% | 25.60%-12.8pp | 24.95%-12.2pp | 35.67%-22.9pp |
| Employer contribution / active EE | $1,823 | $3,104-41.3% | $3,871-52.9% | $2,757-33.9% |
| Participant deferral / active EE | $2,215 | $3,871-42.8% | $5,060-56.2% | $4,300-48.5% |
| Admin fee / account holder | $954 | $6,719-85.8% | $8,388-88.6% | $6,925-86.2% |