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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 | $3,436 | $47,944-92.8% | $67,834-94.9% | $62,881-94.5% |
| Participation rate | 88.7% | 61.1%+27.7pp | 68.8%+19.9pp | 69.3%+19.4pp |
| Annual return | 8.65% | 11.77%-3.1pp | 138.47%-129.8pp | 20.14%-11.5pp |
| Employer contribution / active EE | $353 | $1,562-77.4% | $2,403-85.3% | $2,281-84.5% |
| Participant deferral / active EE | $1,970 | $2,247-12.3% | $3,160-37.7% | $3,203-38.5% |
| Admin fee / account holder | $575 | $3,712-84.5% | $4,622-87.6% | $4,296-86.6% |