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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 | $2,682 | $76,407-96.5% | $150,298-98.2% | $82,448-96.7% |
| Participation rate | 85.2% | 66.4%+18.8pp | 77.8%+7.4pp | 68.1%+17.1pp |
| Annual return | 13.41% | 39.99%-26.6pp | 62.79%-49.4pp | 41.64%-28.2pp |
| Employer contribution / active EE | $566 | $2,614-78.3% | $4,154-86.4% | $2,551-77.8% |
| Participant deferral / active EE | $983 | $3,214-69.4% | $5,453-82.0% | $4,139-76.3% |
| Admin fee / account holder | $323 | $6,352-94.9% | $14,116-97.7% | $7,234-95.5% |