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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 | $69,444-91.7% | $92,985-93.8% | $87,485-93.4% |
| Participation rate | 94.5% | 63.3%+31.3pp | 69.5%+25.1pp | 68.9%+25.6pp |
| Annual return | 13.11% | 23.85%-10.7pp | 27.99%-14.9pp | 26.06%-13.0pp |
| Employer contribution / active EE | $1,115 | $1,917-41.8% | $2,662-58.1% | $2,596-57.0% |
| Participant deferral / active EE | $2,195 | $3,364-34.8% | $4,377-49.8% | $4,274-48.6% |
| Admin fee / account holder | $867 | $6,137-85.9% | $9,463-90.8% | $7,775-88.8% |