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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 | $6,170 | $41,016-85.0% | $152,093-95.9% | $64,097-90.4% |
| Participation rate | 72.5% | 51.3%+21.2pp | 77.8%-5.2pp | 55.2%+17.4pp |
| Annual return | 17.33% | 39.60%-22.3pp | 66.36%-49.0pp | 34.64%-17.3pp |
| Employer contribution / active EE | $343 | $1,342-74.4% | $4,175-91.8% | $1,891-81.9% |
| Participant deferral / active EE | $935 | $1,927-51.5% | $5,451-82.9% | $3,080-69.6% |
| Admin fee / account holder | $330 | $2,305-85.7% | $14,497-97.7% | $3,454-90.4% |