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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 | $4,895 | $76,407-93.6% | $150,298-96.7% | $82,448-94.1% |
| Participation rate | 82.3% | 66.4%+15.9pp | 77.8%+4.5pp | 68.1%+14.2pp |
| Annual return | 40.37% | 39.99%+0.4pp | 62.79%-22.4pp | 41.64%-1.3pp |
| Employer contribution / active EE | $652 | $2,614-75.1% | $4,154-84.3% | $2,551-74.4% |
| Participant deferral / active EE | $1,760 | $3,214-45.2% | $5,453-67.7% | $4,139-57.5% |
| Admin fee / account holder | $689 | $6,352-89.1% | $14,116-95.1% | $7,234-90.5% |