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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 | $75,541-96.4% | $152,093-98.2% | $82,637-96.8% |
| Participation rate | 85.2% | 66.5%+18.6pp | 77.8%+7.4pp | 68.1%+17.1pp |
| Annual return | 13.41% | 32.56%-19.1pp | 66.36%-52.9pp | 53.51%-40.1pp |
| Employer contribution / active EE | $566 | $2,622-78.4% | $4,175-86.4% | $2,552-77.8% |
| Participant deferral / active EE | $983 | $3,206-69.3% | $5,451-82.0% | $4,126-76.2% |
| Admin fee / account holder | $323 | $6,405-95.0% | $14,497-97.8% | $7,339-95.6% |