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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 | $2,702 | $76,407-96.5% | $150,298-98.2% | $82,448-96.7% |
| Participation rate | 86.8% | 66.4%+20.4pp | 77.8%+9.1pp | 68.1%+18.8pp |
| Annual return | 18.26% | 39.99%-21.7pp | 62.79%-44.5pp | 41.64%-23.4pp |
| Employer contribution / active EE | $541 | $2,614-79.3% | $4,154-87.0% | $2,551-78.8% |
| Participant deferral / active EE | $995 | $3,214-69.0% | $5,453-81.8% | $4,139-76.0% |
| Admin fee / account holder | $1,482 | $6,352-76.7% | $14,116-89.5% | $7,234-79.5% |