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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 | $10,580 | $73,787-85.7% | $98,716-89.3% | $82,448-87.2% |
| Participation rate | 77.6% | 61.4%+16.2pp | 69.3%+8.3pp | 68.1%+9.6pp |
| Annual return | 20.63% | 18.57%+2.1pp | 31.81%-11.2pp | 41.64%-21.0pp |
| Employer contribution / active EE | $818 | $1,511-45.9% | $2,279-64.1% | $2,551-67.9% |
| Participant deferral / active EE | $1,706 | $3,081-44.7% | $4,048-57.9% | $4,139-58.8% |
| Admin fee / account holder | $544 | $6,500-91.6% | $8,703-93.7% | $7,234-92.5% |