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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 | $76,834-92.6% | $108,359-94.7% | $87,485-93.5% |
| Participation rate | 94.3% | 61.7%+32.6pp | 70.1%+24.2pp | 68.9%+25.4pp |
| Annual return | 28.74% | 19.09%+9.7pp | 36.89%-8.2pp | 26.06%+2.7pp |
| Employer contribution / active EE | $2,223 | $1,556+42.8% | $2,399-7.4% | $2,596-14.4% |
| Participant deferral / active EE | $2,419 | $3,100-22.0% | $4,137-41.5% | $4,274-43.4% |
| Admin fee / account holder | $1,750 | $6,537-73.2% | $9,741-82.0% | $7,775-77.5% |