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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 | $8,570 | $54,757-84.3% | $90,304-90.5% | $72,975-88.3% |
| Participation rate | 92.6% | 65.2%+27.4pp | 73.3%+19.3pp | 69.5%+23.1pp |
| Annual return | 21.37% | 30.63%-9.3pp | 78.13%-56.8pp | 81.01%-59.6pp |
| Employer contribution / active EE | $638 | $2,093-69.5% | $2,855-77.7% | $2,440-73.9% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $869 | $3,973-78.1% | $5,354-83.8% | $5,124-83.0% |