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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 | $4,320 | $76,834-94.4% | $108,359-96.0% | $87,485-95.1% |
| Participation rate | 83.8% | 61.7%+22.1pp | 70.1%+13.7pp | 68.9%+14.9pp |
| Annual return | 28.96% | 19.09%+9.9pp | 36.89%-7.9pp | 26.06%+2.9pp |
| Employer contribution / active EE | $455 | $1,556-70.7% | $2,399-81.0% | $2,596-82.5% |
| Participant deferral / active EE | $1,577 | $3,100-49.1% | $4,137-61.9% | $4,274-63.1% |
| Admin fee / account holder | $359 | $6,537-94.5% | $9,741-96.3% | $7,775-95.4% |