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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 | $4,201 | $81,233-94.8% | $155,567-97.3% | $80,874-94.8% |
| Participation rate | 86.3% | 66.2%+20.0pp | 78.2%+8.1pp | 67.6%+18.6pp |
| Annual return | 11.98% | 33.33%-21.4pp | 64.74%-52.8pp | 35.62%-23.6pp |
| Employer contribution / active EE | $895 | $3,101-71.1% | $4,674-80.9% | $2,756-67.5% |
| Participant deferral / active EE | $1,543 | $3,452-55.3% | $5,628-72.6% | $4,297-64.1% |
| Admin fee / account holder | $648 | $7,998-91.9% | $15,916-95.9% | $6,935-90.7% |