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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 | $2,290 | $57,590-96.0% | $86,233-97.3% | $82,448-97.2% |
| Participation rate | 70.3% | 57.9%+12.4pp | 69.0%+1.3pp | 68.1%+2.2pp |
| Annual return | 24.94% | 22.41%+2.5pp | 61.39%-36.4pp | 41.64%-16.7pp |
| Employer contribution / active EE | $750 | $1,655-54.7% | $2,504-70.1% | $2,551-70.6% |
| Participant deferral / active EE | $1,045 | $3,080-66.1% | $4,559-77.1% | $4,139-74.7% |
| Admin fee / account holder | $481 | $4,730-89.8% | $8,342-94.2% | $7,234-93.3% |