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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 | $4,898 | $81,358-94.0% | $155,556-96.9% | $80,959-94.0% |
| Participation rate | 75.0% | 66.3%+8.7pp | 78.2%-3.2pp | 67.7%+7.3pp |
| Annual return | 13.35% | 33.39%-20.0pp | 64.84%-51.5pp | 35.67%-22.3pp |
| Employer contribution / active EE | $816 | $3,106-73.7% | $4,675-82.5% | $2,757-70.4% |
| Participant deferral / active EE | $1,101 | $3,455-68.1% | $5,631-80.4% | $4,300-74.4% |
| Admin fee / account holder | $355 | $7,994-95.6% | $15,885-97.8% | $6,925-94.9% |