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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 | $5,653 | $63,809-91.1% | $81,353-93.1% | $80,935-93.0% |
| Participation rate | 87.5% | 63.9%+23.6pp | 69.5%+18.0pp | 67.7%+19.8pp |
| Annual return | 10.39% | 16.37%-6.0pp | 24.82%-14.4pp | 35.66%-25.3pp |
| Employer contribution / active EE | $1,297 | $1,981-34.5% | $2,464-47.4% | $2,757-53.0% |
| Participant deferral / active EE | $1,902 | $3,093-38.5% | $3,885-51.0% | $4,299-55.8% |
| Admin fee / account holder | $466 | $5,686-91.8% | $5,766-91.9% | $6,924-93.3% |