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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 | $6,805 | $59,440-88.6% | $78,004-91.3% | $82,637-91.8% |
| Participation rate | 75.8% | 62.8%+12.9pp | 69.4%+6.3pp | 68.1%+7.7pp |
| Annual return | 18.62% | 40.24%-21.6pp | 31.07%-12.5pp | 53.51%-34.9pp |
| Employer contribution / active EE | $661 | $1,750-62.3% | $2,469-73.2% | $2,552-74.1% |
| Participant deferral / active EE | $1,426 | $3,138-54.6% | $4,092-65.2% | $4,126-65.5% |
| Admin fee / account holder | $1,342 | $5,504-75.6% | $7,578-82.3% | $7,339-81.7% |