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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 | $5,178 | $57,073-90.9% | $85,126-93.9% | $80,925-93.6% |
| Participation rate | 75.9% | 56.4%+19.5pp | 67.5%+8.3pp | 67.7%+8.2pp |
| Annual return | 12.54% | 21.69%-9.2pp | 66.63%-54.1pp | 35.65%-23.1pp |
| Employer contribution / active EE | $464 | $1,801-74.3% | $2,731-83.0% | $2,756-83.2% |
| Participant deferral / active EE | $1,271 | $3,113-59.2% | $4,523-71.9% | $4,299-70.4% |
| Admin fee / account holder | $980 | $4,988-80.4% | $6,160-84.1% | $6,940-85.9% |