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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 | $5,941 | $76,407-92.2% | $150,298-96.0% | $82,448-92.8% |
| Participation rate | 81.3% | 66.4%+14.9pp | 77.8%+3.5pp | 68.1%+13.2pp |
| Annual return | 24.90% | 39.99%-15.1pp | 62.79%-37.9pp | 41.64%-16.7pp |
| Employer contribution / active EE | $631 | $2,614-75.9% | $4,154-84.8% | $2,551-75.3% |
| Participant deferral / active EE | $2,222 | $3,214-30.9% | $5,453-59.3% | $4,139-46.3% |
| Admin fee / account holder | $502 | $6,352-92.1% | $14,116-96.4% | $7,234-93.1% |