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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 | $5,584 | $63,809-91.2% | $81,353-93.1% | $80,935-93.1% |
| Participation rate | 74.4% | 63.9%+10.5pp | 69.5%+4.8pp | 67.7%+6.7pp |
| Annual return | 10.76% | 16.37%-5.6pp | 24.82%-14.1pp | 35.66%-24.9pp |
| Employer contribution / active EE | $568 | $1,981-71.3% | $2,464-76.9% | $2,757-79.4% |
| Participant deferral / active EE | $1,057 | $3,093-65.8% | $3,885-72.8% | $4,299-75.4% |
| Admin fee / account holder | $601 | $5,686-89.4% | $5,766-89.6% | $6,924-91.3% |