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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 | $5,709 | $73,787-92.3% | $98,716-94.2% | $82,448-93.1% |
| Participation rate | 94.3% | 61.4%+32.9pp | 69.3%+25.0pp | 68.1%+26.3pp |
| Annual return | 28.74% | 18.57%+10.2pp | 31.81%-3.1pp | 41.64%-12.9pp |
| Employer contribution / active EE | $2,223 | $1,511+47.1% | $2,279-2.4% | $2,551-12.9% |
| Participant deferral / active EE | $2,419 | $3,081-21.5% | $4,048-40.2% | $4,139-41.6% |
| Admin fee / account holder | $1,750 | $6,500-73.1% | $8,703-79.9% | $7,234-75.8% |