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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 | $3,782 | $63,809-94.1% | $81,353-95.4% | $80,935-95.3% |
| Participation rate | 85.0% | 63.9%+21.1pp | 69.5%+15.5pp | 67.7%+17.3pp |
| Annual return | 17.16% | 16.37%+0.8pp | 24.82%-7.7pp | 35.66%-18.5pp |
| Employer contribution / active EE | $752 | $1,981-62.0% | $2,464-69.5% | $2,757-72.7% |
| Participant deferral / active EE | $1,477 | $3,093-52.2% | $3,885-62.0% | $4,299-65.6% |
| Admin fee / account holder | $759 | $5,686-86.7% | $5,766-86.8% | $6,924-89.0% |