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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 | $9,139 | $78,690-88.4% | $161,489-94.3% | $87,485-89.6% |
| Participation rate | 86.8% | 67.5%+19.4pp | 78.7%+8.1pp | 68.9%+17.9pp |
| Annual return | 21.55% | 32.74%-11.2pp | 89.72%-68.2pp | 26.06%-4.5pp |
| Employer contribution / active EE | $748 | $2,588-71.1% | $4,268-82.5% | $2,596-71.2% |
| Participant deferral / active EE | $1,483 | $3,311-55.2% | $5,630-73.7% | $4,274-65.3% |
| Admin fee / account holder | $347 | $6,724-94.8% | $16,006-97.8% | $7,775-95.5% |