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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 | $6,022 | $63,355-90.5% | $91,994-93.5% | $72,983-91.7% |
| Participation rate | 91.9% | 72.5%+19.4pp | 78.6%+13.3pp | 69.5%+22.4pp |
| Annual return | 38.94% | 35.35%+3.6pp | 69.03%-30.1pp | 81.01%-42.1pp |
| Employer contribution / active EE | $855 | $2,116-59.6% | $3,452-75.2% | $2,440-65.0% |
| Participant deferral / active EE | $4,057 | $4,883-16.9% | $5,923-31.5% | $3,608+12.5% |
| Admin fee / account holder | $420 | $4,668-91.0% | $7,743-94.6% | $5,124-91.8% |