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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 | $6,590 | $97,550-93.2% | $120,344-94.5% | $87,485-92.5% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.7%+15.6pp | 68.9%+23.4pp |
| Annual return | 32.59% | 18.41%+14.2pp | 20.30%+12.3pp | 26.06%+6.5pp |
| Employer contribution / active EE | $1,548 | $2,291-32.4% | $3,020-48.8% | $2,596-40.4% |
| Participant deferral / active EE | $2,346 | $4,230-44.5% | $5,135-54.3% | $4,274-45.1% |
| Admin fee / account holder | $2,139 | $9,543-77.6% | $12,742-83.2% | $7,775-72.5% |