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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 | $10,636 | $84,236-87.4% | $170,435-93.8% | $70,126-84.8% |
| Participation rate | 82.9% | 70.8%+12.0pp | 83.6%-0.7pp | 69.5%+13.3pp |
| Annual return | 16.01% | 23.06%-7.1pp | 205.94%-189.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $904 | $3,387-73.3% | $5,432-83.4% | $2,343-61.4% |
| Participant deferral / active EE | $2,096 | $3,086-32.1% | $4,939-57.6% | $3,332-37.1% |
| Admin fee / account holder | $733 | $5,698-87.1% | $13,881-94.7% | $4,645-84.2% |