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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 | $9,993 | $56,110-82.2% | $94,993-89.5% | $70,124-85.7% |
| Participation rate | 97.2% | 65.0%+32.2pp | 73.9%+23.3pp | 69.5%+27.7pp |
| Annual return | 23.50% | 51.02%-27.5pp | 27.14%-3.6pp | 73.14%-49.6pp |
| Employer contribution / active EE | $457 | $1,442-68.3% | $2,603-82.4% | $2,342-80.5% |
| Participant deferral / active EE | $2,185 | $2,391-8.6% | $3,317-34.1% | $3,332-34.4% |
| Admin fee / account holder | $1,787 | $3,456-48.3% | $4,960-64.0% | $4,645-61.5% |