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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 | $4,766 | $58,099-91.8% | $76,872-93.8% | $75,173-93.7% |
| Participation rate | 91.7% | 63.9%+27.8pp | 69.6%+22.1pp | 67.2%+24.5pp |
| Annual return | 19.90% | 26.71%-6.8pp | 37.90%-18.0pp | 160.72%-140.8pp |
| Employer contribution / active EE | $787 | $1,996-60.5% | $2,533-68.9% | $2,671-70.5% |
| Participant deferral / active EE | $1,479 | $2,999-50.7% | $3,832-61.4% | $4,126-64.2% |
| Admin fee / account holder | $566 | $4,778-88.2% | $5,476-89.7% | $5,651-90.0% |