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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 | $4,620 | $74,535-93.8% | $100,712-95.4% | $82,637-94.4% |
| Participation rate | 93.8% | 61.2%+32.6pp | 69.3%+24.5pp | 68.1%+25.7pp |
| Annual return | 26.22% | 18.92%+7.3pp | 33.27%-7.1pp | 53.51%-27.3pp |
| Employer contribution / active EE | $748 | $1,503-50.2% | $2,313-67.7% | $2,552-70.7% |
| Participant deferral / active EE | $1,667 | $3,074-45.8% | $4,085-59.2% | $4,126-59.6% |
| Admin fee / account holder | $478 | $6,576-92.7% | $9,256-94.8% | $7,339-93.5% |