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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 | $3,390 | $81,331-95.8% | $155,534-97.8% | $80,935-95.8% |
| Participation rate | 82.9% | 66.3%+16.6pp | 78.2%+4.6pp | 67.7%+15.2pp |
| Annual return | 12.47% | 33.37%-20.9pp | 64.92%-52.4pp | 35.66%-23.2pp |
| Employer contribution / active EE | $962 | $3,105-69.0% | $4,675-79.4% | $2,757-65.1% |
| Participant deferral / active EE | $1,000 | $3,454-71.0% | $5,630-82.2% | $4,299-76.7% |
| Admin fee / account holder | $833 | $7,999-89.6% | $15,900-94.8% | $6,924-88.0% |