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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 | $9,588 | $48,053-80.0% | $84,628-88.7% | $72,975-86.9% |
| Participation rate | 75.9% | 57.6%+18.3pp | 68.2%+7.6pp | 69.5%+6.4pp |
| Annual return | 19.05% | 37.39%-18.3pp | 258.80%-239.8pp | 81.01%-62.0pp |
| Employer contribution / active EE | $884 | $1,602-44.8% | $2,653-66.7% | $2,440-63.8% |
| Participant deferral / active EE | $1,054 | $2,681-60.7% | $3,900-73.0% | $3,608-70.8% |
| Admin fee / account holder | $3,002 | $3,395-11.6% | $4,914-38.9% | $5,124-41.4% |