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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 | $12,639 | $68,878-81.6% | $120,574-89.5% | $80,935-84.4% |
| Participation rate | 85.4% | 61.7%+23.7pp | 71.9%+13.5pp | 67.7%+17.8pp |
| Annual return | 12.69% | 23.67%-11.0pp | 107.42%-94.7pp | 35.66%-23.0pp |
| Employer contribution / active EE | $591 | $2,065-71.4% | $3,471-83.0% | $2,757-78.6% |
| Participant deferral / active EE | $1,228 | $3,189-61.5% | $4,996-75.4% | $4,299-71.4% |
| Admin fee / account holder | $793 | $5,782-86.3% | $9,445-91.6% | $6,924-88.5% |