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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 | $8,193 | $73,787-88.9% | $98,716-91.7% | $82,448-90.1% |
| Participation rate | 95.2% | 61.4%+33.8pp | 69.3%+25.9pp | 68.1%+27.2pp |
| Annual return | 15.85% | 18.57%-2.7pp | 31.81%-16.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,070 | $1,511-29.2% | $2,279-53.0% | $2,551-58.0% |
| Participant deferral / active EE | $1,493 | $3,081-51.6% | $4,048-63.1% | $4,139-63.9% |
| Admin fee / account holder | $1,750 | $6,500-73.1% | $8,703-79.9% | $7,234-75.8% |