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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 | $10,234 | $53,128-80.7% | $86,582-88.2% | $70,126-85.4% |
| Participation rate | 70.5% | 65.3%+5.2pp | 73.5%-3.1pp | 69.5%+0.9pp |
| Annual return | 22.87% | 27.66%-4.8pp | 965.08%-942.2pp | 73.15%-50.3pp |
| Employer contribution / active EE | $478 | $2,068-76.9% | $2,839-83.2% | $2,343-79.6% |
| Participant deferral / active EE | $2,118 | $2,695-21.4% | $3,609-41.3% | $3,332-36.4% |
| Admin fee / account holder | $595 | $3,584-83.4% | $4,904-87.9% | $4,645-87.2% |