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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 | $6,958 | $89,515-92.2% | $103,065-93.2% | $80,959-91.4% |
| Participation rate | 95.3% | 76.0%+19.3pp | 80.6%+14.8pp | 67.7%+27.7pp |
| Annual return | 13.03% | 22.82%-9.8pp | 23.95%-10.9pp | 35.67%-22.6pp |
| Employer contribution / active EE | $1,519 | $4,015-62.2% | $4,675-67.5% | $2,757-44.9% |
| Participant deferral / active EE | $2,278 | $5,463-58.3% | $6,625-65.6% | $4,300-47.0% |
| Admin fee / account holder | $352 | $6,527-94.6% | $9,349-96.2% | $6,925-94.9% |