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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 | $6,853 | $73,787-90.7% | $98,716-93.1% | $82,448-91.7% |
| Participation rate | 79.7% | 61.4%+18.3pp | 69.3%+10.4pp | 68.1%+11.6pp |
| Annual return | 20.85% | 18.57%+2.3pp | 31.81%-11.0pp | 41.64%-20.8pp |
| Employer contribution / active EE | $540 | $1,511-64.3% | $2,279-76.3% | $2,551-78.8% |
| Participant deferral / active EE | $1,459 | $3,081-52.6% | $4,048-63.9% | $4,139-64.7% |
| Admin fee / account holder | $629 | $6,500-90.3% | $8,703-92.8% | $7,234-91.3% |