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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 | $73,787-93.7% | $98,716-95.3% | $82,448-94.4% |
| Participation rate | 93.8% | 61.4%+32.3pp | 69.3%+24.5pp | 68.1%+25.7pp |
| Annual return | 26.22% | 18.57%+7.7pp | 31.81%-5.6pp | 41.64%-15.4pp |
| Employer contribution / active EE | $748 | $1,511-50.5% | $2,279-67.2% | $2,551-70.7% |
| Participant deferral / active EE | $1,667 | $3,081-45.9% | $4,048-58.8% | $4,139-59.7% |
| Admin fee / account holder | $478 | $6,500-92.6% | $8,703-94.5% | $7,234-93.4% |