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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 | $7,952 | $45,343-82.5% | $150,298-94.7% | $67,986-88.3% |
| Participation rate | 84.3% | 51.9%+32.5pp | 77.8%+6.6pp | 57.2%+27.1pp |
| Annual return | 15.29% | 33.28%-18.0pp | 62.79%-47.5pp | 31.67%-16.4pp |
| Employer contribution / active EE | $528 | $1,462-63.9% | $4,154-87.3% | $2,019-73.8% |
| Participant deferral / active EE | $1,564 | $2,055-23.9% | $5,453-71.3% | $3,358-53.4% |
| Admin fee / account holder | $854 | $2,250-62.0% | $14,116-94.0% | $3,203-73.3% |