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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 | $4,775 | $81,331-94.1% | $155,534-96.9% | $80,935-94.1% |
| Participation rate | 93.3% | 66.3%+27.1pp | 78.2%+15.1pp | 67.7%+25.7pp |
| Annual return | 18.63% | 33.37%-14.7pp | 64.92%-46.3pp | 35.66%-17.0pp |
| Employer contribution / active EE | $638 | $3,105-79.5% | $4,675-86.4% | $2,757-76.9% |
| Participant deferral / active EE | $2,194 | $3,454-36.5% | $5,630-61.0% | $4,299-49.0% |
| Admin fee / account holder | $421 | $7,999-94.7% | $15,900-97.4% | $6,924-93.9% |