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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 | $5,045 | $73,107-93.1% | $114,563-95.6% | $87,485-94.2% |
| Participation rate | 77.4% | 65.8%+11.6pp | 72.9%+4.5pp | 68.9%+8.4pp |
| Annual return | 25.75% | 19.47%+6.3pp | 241.09%-215.3pp | 26.06%-0.3pp |
| Employer contribution / active EE | $750 | $1,881-60.1% | $2,592-71.1% | $2,596-71.1% |
| Participant deferral / active EE | $1,298 | $3,144-58.7% | $4,142-68.7% | $4,274-69.6% |
| Admin fee / account holder | $313 | $5,770-94.6% | $7,623-95.9% | $7,775-96.0% |