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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 | $3,059 | $58,627-94.8% | $76,735-96.0% | $82,448-96.3% |
| Participation rate | 93.9% | 63.2%+30.7pp | 69.5%+24.4pp | 68.1%+25.9pp |
| Annual return | 17.37% | 39.10%-21.7pp | 29.77%-12.4pp | 41.64%-24.3pp |
| Employer contribution / active EE | $427 | $1,729-75.3% | $2,454-82.6% | $2,551-83.2% |
| Participant deferral / active EE | $1,934 | $3,134-38.3% | $4,088-52.7% | $4,139-53.3% |
| Admin fee / account holder | $1,198 | $5,323-77.5% | $7,189-83.3% | $7,234-83.4% |