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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 | $5,190 | $37,446-86.1% | $77,552-93.3% | $79,856-93.5% |
| Participation rate | 96.0% | 41.5%+54.5pp | 54.2%+41.8pp | 69.6%+26.4pp |
| Annual return | 11.60% | 39.76%-28.2pp | 54.82%-43.2pp | 31.71%-20.1pp |
| Employer contribution / active EE | $810 | $637+27.2% | $987-17.9% | $2,471-67.2% |
| Participant deferral / active EE | $2,175 | $1,261+72.5% | $1,861+16.9% | $3,741-41.9% |
| Admin fee / account holder | $504 | $2,506-79.9% | $2,859-82.4% | $5,306-90.5% |