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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 | $13,945 | $140,578-90.1% | $100,671-86.1% | $125,389-88.9% |
| Participation rate | 80.0% | 80.4%-0.4pp | 70.7%+9.3pp | 83.2%-3.2pp |
| Annual return | 2.06% | 24.67%-22.6pp | 20.43%-18.4pp | 282.24%-280.2pp |
| Employer contribution / active EE | $425 | $5,965-92.9% | $4,012-89.4% | $4,866-91.3% |
| Participant deferral / active EE | $1,951 | $3,981-51.0% | $3,144-37.9% | $5,352-63.5% |
| Admin fee / account holder | $3,654 | $6,716-45.6% | $4,850-24.7% | $9,541-61.7% |