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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 | $76,834-86.2% | $108,359-90.2% | $87,485-87.9% |
| Participation rate | 77.6% | 61.7%+15.9pp | 70.1%+7.5pp | 68.9%+8.7pp |
| Annual return | 20.63% | 19.09%+1.5pp | 36.89%-16.3pp | 26.06%-5.4pp |
| Employer contribution / active EE | $818 | $1,556-47.4% | $2,399-65.9% | $2,596-68.5% |
| Participant deferral / active EE | $1,706 | $3,100-45.0% | $4,137-58.8% | $4,274-60.1% |
| Admin fee / account holder | $544 | $6,537-91.7% | $9,741-94.4% | $7,775-93.0% |