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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 | $7,477 | $81,358-90.8% | $155,556-95.2% | $80,959-90.8% |
| Participation rate | 87.7% | 66.3%+21.5pp | 78.2%+9.5pp | 67.7%+20.1pp |
| Annual return | 14.99% | 33.39%-18.4pp | 64.84%-49.8pp | 35.67%-20.7pp |
| Employer contribution / active EE | $957 | $3,106-69.2% | $4,675-79.5% | $2,757-65.3% |
| Participant deferral / active EE | $1,858 | $3,455-46.2% | $5,631-67.0% | $4,300-56.8% |
| Admin fee / account holder | $335 | $7,994-95.8% | $15,885-97.9% | $6,925-95.2% |