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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 | $5,087 | $90,400-94.4% | $186,193-97.3% | $87,485-94.2% |
| Participation rate | 88.5% | 66.2%+22.3pp | 77.1%+11.4pp | 68.9%+19.5pp |
| Annual return | 13.34% | 22.15%-8.8pp | 78.03%-64.7pp | 26.06%-12.7pp |
| Employer contribution / active EE | $540 | $2,170-75.1% | $3,918-86.2% | $2,596-79.2% |
| Participant deferral / active EE | $1,671 | $4,330-61.4% | $6,513-74.3% | $4,274-60.9% |
| Admin fee / account holder | $391 | $8,673-95.5% | $11,058-96.5% | $7,775-95.0% |