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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 | $5,801 | $58,627-90.1% | $76,735-92.4% | $82,448-93.0% |
| Participation rate | 88.2% | 63.2%+25.0pp | 69.5%+18.7pp | 68.1%+20.2pp |
| Annual return | 22.23% | 39.10%-16.9pp | 29.77%-7.5pp | 41.64%-19.4pp |
| Employer contribution / active EE | $729 | $1,729-57.9% | $2,454-70.3% | $2,551-71.4% |
| Participant deferral / active EE | $1,675 | $3,134-46.5% | $4,088-59.0% | $4,139-59.5% |
| Admin fee / account holder | $357 | $5,323-93.3% | $7,189-95.0% | $7,234-95.1% |