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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 | $5,263 | $81,276-93.5% | $155,574-96.6% | $80,925-93.5% |
| Participation rate | 88.1% | 66.2%+21.8pp | 78.2%+9.9pp | 67.7%+20.4pp |
| Annual return | 12.09% | 33.36%-21.3pp | 64.87%-52.8pp | 35.65%-23.6pp |
| Employer contribution / active EE | $1,297 | $3,103-58.2% | $4,676-72.3% | $2,756-52.9% |
| Participant deferral / active EE | $1,747 | $3,453-49.4% | $5,629-69.0% | $4,299-59.4% |
| Admin fee / account holder | $1,502 | $7,993-81.2% | $15,914-90.6% | $6,940-78.4% |