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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 | $7,049 | $68,880-89.8% | $120,580-94.2% | $80,959-91.3% |
| Participation rate | 93.3% | 61.7%+31.6pp | 72.0%+21.4pp | 67.7%+25.7pp |
| Annual return | 12.59% | 23.68%-11.1pp | 107.48%-94.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,242 | $2,066-39.9% | $3,469-64.2% | $2,757-55.0% |
| Participant deferral / active EE | $2,586 | $3,191-18.9% | $4,995-48.2% | $4,300-39.9% |
| Admin fee / account holder | $748 | $5,785-87.1% | $9,418-92.1% | $6,925-89.2% |