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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 | $58,848-92.7% | $88,179-95.1% | $82,637-94.8% |
| Participation rate | 85.4% | 57.9%+27.5pp | 69.1%+16.3pp | 68.1%+17.4pp |
| Annual return | 24.56% | 22.76%+1.8pp | 64.97%-40.4pp | 53.51%-28.9pp |
| Employer contribution / active EE | $1,498 | $1,678-10.8% | $2,549-41.3% | $2,552-41.3% |
| Participant deferral / active EE | $2,592 | $3,124-17.0% | $4,614-43.8% | $4,126-37.2% |
| Admin fee / account holder | $582 | $4,795-87.9% | $7,673-92.4% | $7,339-92.1% |