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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 | $57,590-89.7% | $86,233-93.1% | $82,448-92.8% |
| Participation rate | 93.3% | 57.9%+35.5pp | 69.0%+24.3pp | 68.1%+25.3pp |
| Annual return | 25.43% | 22.41%+3.0pp | 61.39%-36.0pp | 41.64%-16.2pp |
| Employer contribution / active EE | $662 | $1,655-60.0% | $2,504-73.6% | $2,551-74.0% |
| Participant deferral / active EE | $2,224 | $3,080-27.8% | $4,559-51.2% | $4,139-46.3% |
| Admin fee / account holder | $906 | $4,730-80.9% | $8,342-89.1% | $7,234-87.5% |