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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 | $4,320 | $57,590-92.5% | $86,233-95.0% | $82,448-94.8% |
| Participation rate | 85.4% | 57.9%+27.6pp | 69.0%+16.4pp | 68.1%+17.3pp |
| Annual return | 24.56% | 22.41%+2.1pp | 61.39%-36.8pp | 41.64%-17.1pp |
| Employer contribution / active EE | $1,498 | $1,655-9.5% | $2,504-40.2% | $2,551-41.3% |
| Participant deferral / active EE | $2,592 | $3,080-15.8% | $4,559-43.1% | $4,139-37.4% |
| Admin fee / account holder | $582 | $4,730-87.7% | $8,342-93.0% | $7,234-91.9% |