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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 | $5,743 | $58,627-90.2% | $76,735-92.5% | $82,448-93.0% |
| Participation rate | 94.5% | 63.2%+31.3pp | 69.5%+25.0pp | 68.1%+26.5pp |
| Annual return | 13.11% | 39.10%-26.0pp | 29.77%-16.7pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,115 | $1,729-35.5% | $2,454-54.6% | $2,551-56.3% |
| Participant deferral / active EE | $2,195 | $3,134-30.0% | $4,088-46.3% | $4,139-47.0% |
| Admin fee / account holder | $867 | $5,323-83.7% | $7,189-87.9% | $7,234-88.0% |