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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 | $5,559 | $67,595-91.8% | $186,193-97.0% | $64,340-91.4% |
| Participation rate | 89.5% | 51.9%+37.6pp | 77.1%+12.4pp | 55.2%+34.3pp |
| Annual return | 22.41% | 17.46%+5.0pp | 78.03%-55.6pp | 24.14%-1.7pp |
| Employer contribution / active EE | $1,266 | $1,513-16.3% | $3,918-67.7% | $1,862-32.0% |
| Participant deferral / active EE | $2,153 | $3,023-28.8% | $6,513-66.9% | $2,980-27.8% |
| Admin fee / account holder | $729 | $5,311-86.3% | $11,058-93.4% | $3,703-80.3% |