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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 | $3,383 | $55,889-93.9% | $76,119-95.6% | $80,935-95.8% |
| Participation rate | 75.9% | 62.1%+13.9pp | 69.1%+6.9pp | 67.7%+8.3pp |
| Annual return | 15.79% | 20.58%-4.8pp | 361.25%-345.5pp | 35.66%-19.9pp |
| Employer contribution / active EE | $968 | $1,866-48.1% | $2,693-64.0% | $2,757-64.9% |
| Participant deferral / active EE | $1,515 | $3,051-50.4% | $4,259-64.4% | $4,299-64.8% |
| Admin fee / account holder | $1,610 | $5,241-69.3% | $6,421-74.9% | $6,924-76.8% |