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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 | $5,457 | $76,407-92.9% | $150,298-96.4% | $82,448-93.4% |
| Participation rate | 89.1% | 66.4%+22.7pp | 77.8%+11.3pp | 68.1%+21.0pp |
| Annual return | 37.88% | 39.99%-2.1pp | 62.79%-24.9pp | 41.64%-3.8pp |
| Employer contribution / active EE | $1,286 | $2,614-50.8% | $4,154-69.0% | $2,551-49.6% |
| Participant deferral / active EE | $1,448 | $3,214-55.0% | $5,453-73.5% | $4,139-65.0% |
| Admin fee / account holder | $638 | $6,352-90.0% | $14,116-95.5% | $7,234-91.2% |