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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 | $7,944 | $81,262-90.2% | $155,602-94.9% | $80,911-90.2% |
| Participation rate | 88.5% | 66.2%+22.2pp | 78.2%+10.3pp | 67.6%+20.8pp |
| Annual return | 15.55% | 33.34%-17.8pp | 64.81%-49.3pp | 35.63%-20.1pp |
| Employer contribution / active EE | $1,271 | $3,102-59.0% | $4,675-72.8% | $2,756-53.9% |
| Participant deferral / active EE | $2,242 | $3,451-35.1% | $5,629-60.2% | $4,297-47.8% |
| Admin fee / account holder | $758 | $7,992-90.5% | $15,923-95.2% | $6,935-89.1% |