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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 | $3,513 | $51,207-93.1% | $70,565-95.0% | $75,177-95.3% |
| Participation rate | 85.7% | 61.0%+24.8pp | 68.4%+17.4pp | 67.2%+18.5pp |
| Annual return | 28.87% | 30.05%-1.2pp | 32.79%-3.9pp | 160.75%-131.9pp |
| Employer contribution / active EE | $1,001 | $1,826-45.2% | $2,976-66.4% | $2,671-62.5% |
| Participant deferral / active EE | $1,149 | $2,850-59.7% | $4,568-74.9% | $4,126-72.2% |
| Admin fee / account holder | $634 | $4,097-84.5% | $6,430-90.1% | $5,651-88.8% |