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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 | $72,290-92.3% | $260,467-97.9% | $69,733-92.0% |
| Participation rate | 89.5% | 62.1%+27.4pp | 80.5%+9.1pp | 62.5%+27.1pp |
| Annual return | 22.41% | 15.52%+6.9pp | 100.60%-78.2pp | 15.22%+7.2pp |
| Employer contribution / active EE | $1,266 | $2,277-44.4% | $4,239-70.1% | $2,250-43.7% |
| Participant deferral / active EE | $2,153 | $3,176-32.2% | $6,319-65.9% | $3,054-29.5% |
| Admin fee / account holder | $729 | $6,687-89.1% | $15,461-95.3% | $3,102-76.5% |