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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 | $58,848-96.1% | $88,179-97.4% | $82,637-97.2% |
| Participation rate | 70.3% | 57.9%+12.4pp | 69.1%+1.1pp | 68.1%+2.2pp |
| Annual return | 24.94% | 22.76%+2.2pp | 64.97%-40.0pp | 53.51%-28.6pp |
| Employer contribution / active EE | $750 | $1,678-55.3% | $2,549-70.6% | $2,552-70.6% |
| Participant deferral / active EE | $1,045 | $3,124-66.5% | $4,614-77.3% | $4,126-74.7% |
| Admin fee / account holder | $481 | $4,795-90.0% | $7,673-93.7% | $7,339-93.4% |