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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 | $7,631 | $76,834-90.1% | $108,359-93.0% | $87,485-91.3% |
| Participation rate | 96.8% | 61.7%+35.0pp | 70.1%+26.7pp | 68.9%+27.8pp |
| Annual return | 15.95% | 19.09%-3.1pp | 36.89%-20.9pp | 26.06%-10.1pp |
| Employer contribution / active EE | $876 | $1,556-43.7% | $2,399-63.5% | $2,596-66.3% |
| Participant deferral / active EE | $2,456 | $3,100-20.8% | $4,137-40.6% | $4,274-42.5% |
| Admin fee / account holder | $658 | $6,537-89.9% | $9,741-93.2% | $7,775-91.5% |