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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 | $3,871 | $69,444-94.4% | $92,985-95.8% | $87,485-95.6% |
| Participation rate | 96.7% | 63.3%+33.4pp | 69.5%+27.2pp | 68.9%+27.7pp |
| Annual return | 16.04% | 23.85%-7.8pp | 27.99%-11.9pp | 26.06%-10.0pp |
| Employer contribution / active EE | $905 | $1,917-52.8% | $2,662-66.0% | $2,596-65.2% |
| Participant deferral / active EE | $1,958 | $3,364-41.8% | $4,377-55.3% | $4,274-54.2% |
| Admin fee / account holder | $1,543 | $6,137-74.9% | $9,463-83.7% | $7,775-80.2% |