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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 | $5,918 | $60,442-90.2% | $96,754-93.9% | $87,485-93.2% |
| Participation rate | 93.3% | 58.7%+34.6pp | 70.3%+23.1pp | 68.9%+24.4pp |
| Annual return | 25.43% | 21.97%+3.5pp | 82.04%-56.6pp | 26.06%-0.6pp |
| Employer contribution / active EE | $662 | $1,691-60.8% | $2,679-75.3% | $2,596-74.5% |
| Participant deferral / active EE | $2,224 | $3,280-32.2% | $4,758-53.2% | $4,274-47.9% |
| Admin fee / account holder | $906 | $5,069-82.1% | $8,905-89.8% | $7,775-88.3% |