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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 | $3,899 | $46,599-91.6% | $64,101-93.9% | $75,173-94.8% |
| Participation rate | 88.6% | 65.9%+22.7pp | 72.3%+16.3pp | 67.2%+21.4pp |
| Annual return | 16.01% | 26.06%-10.0pp | 33.72%-17.7pp | 160.72%-144.7pp |
| Employer contribution / active EE | $472 | $1,975-76.1% | $2,749-82.8% | $2,671-82.3% |
| Participant deferral / active EE | $1,733 | $2,837-38.9% | $3,881-55.4% | $4,126-58.0% |
| Admin fee / account holder | $513 | $2,956-82.6% | $3,070-83.3% | $5,651-90.9% |