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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 | $6,834 | $57,073-88.0% | $85,126-92.0% | $80,925-91.6% |
| Participation rate | 75.0% | 56.4%+18.6pp | 67.5%+7.5pp | 67.7%+7.3pp |
| Annual return | 19.21% | 21.69%-2.5pp | 66.63%-47.4pp | 35.65%-16.4pp |
| Employer contribution / active EE | $767 | $1,801-57.4% | $2,731-71.9% | $2,756-72.2% |
| Participant deferral / active EE | $2,393 | $3,113-23.1% | $4,523-47.1% | $4,299-44.3% |
| Admin fee / account holder | $3,021 | $4,988-39.4% | $6,160-51.0% | $6,940-56.5% |