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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 | $9,973 | $68,878-85.5% | $120,574-91.7% | $80,935-87.7% |
| Participation rate | 92.3% | 61.7%+30.6pp | 71.9%+20.4pp | 67.7%+24.6pp |
| Annual return | 11.58% | 23.67%-12.1pp | 107.42%-95.8pp | 35.66%-24.1pp |
| Employer contribution / active EE | $575 | $2,065-72.1% | $3,471-83.4% | $2,757-79.1% |
| Participant deferral / active EE | $2,644 | $3,189-17.1% | $4,996-47.1% | $4,299-38.5% |
| Admin fee / account holder | $1,835 | $5,782-68.3% | $9,445-80.6% | $6,924-73.5% |