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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 | $5,413 | $52,580-89.7% | $71,671-92.4% | $70,126-92.3% |
| Participation rate | 87.9% | 60.9%+27.0pp | 68.7%+19.1pp | 69.5%+18.3pp |
| Annual return | 19.49% | 20.25%-0.8pp | 20.65%-1.2pp | 73.15%-53.7pp |
| Employer contribution / active EE | $381 | $1,616-76.4% | $2,460-84.5% | $2,343-83.7% |
| Participant deferral / active EE | $2,773 | $2,386+16.2% | $3,438-19.4% | $3,332-16.8% |
| Admin fee / account holder | $685 | $3,653-81.2% | $5,558-87.7% | $4,645-85.3% |