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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 | $5,461 | $73,978-92.6% | $96,515-94.3% | $75,173-92.7% |
| Participation rate | 84.0% | 66.4%+17.6pp | 74.3%+9.7pp | 67.2%+16.8pp |
| Annual return | 21.95% | 26.72%-4.8pp | 35.73%-13.8pp | 160.72%-138.8pp |
| Employer contribution / active EE | $1,259 | $2,931-57.0% | $3,740-66.3% | $2,671-52.8% |
| Participant deferral / active EE | $2,989 | $3,660-18.3% | $4,880-38.7% | $4,126-27.6% |
| Admin fee / account holder | $435 | $5,219-91.7% | $6,735-93.5% | $5,651-92.3% |