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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 | $2,871 | $64,920-95.6% | $103,693-97.2% | $86,983-96.7% |
| Participation rate | 93.0% | 63.6%+29.4pp | 72.6%+20.3pp | 69.5%+23.4pp |
| Annual return | 15.54% | 30.29%-14.7pp | 47.61%-32.1pp | 25.83%-10.3pp |
| Employer contribution / active EE | $593 | $2,141-72.3% | $2,920-79.7% | $2,584-77.0% |
| Participant deferral / active EE | $1,007 | $3,241-68.9% | $4,579-78.0% | $4,194-76.0% |
| Admin fee / account holder | $775 | $6,191-87.5% | $7,858-90.1% | $7,856-90.1% |