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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 | $4,642 | $61,125-92.4% | $94,057-95.1% | $87,485-94.7% |
| Participation rate | 76.1% | 64.1%+12.0pp | 73.3%+2.7pp | 68.9%+7.2pp |
| Annual return | 28.24% | 35.20%-7.0pp | 480.62%-452.4pp | 26.06%+2.2pp |
| Employer contribution / active EE | $783 | $2,136-63.4% | $2,933-73.3% | $2,596-69.9% |
| Participant deferral / active EE | $1,272 | $3,260-61.0% | $4,709-73.0% | $4,274-70.2% |
| Admin fee / account holder | $381 | $5,629-93.2% | $7,244-94.7% | $7,775-95.1% |