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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 | $2,258 | $58,627-96.1% | $76,735-97.1% | $82,448-97.3% |
| Participation rate | 78.0% | 63.2%+14.8pp | 69.5%+8.5pp | 68.1%+10.0pp |
| Annual return | 22.00% | 39.10%-17.1pp | 29.77%-7.8pp | 41.64%-19.6pp |
| Employer contribution / active EE | $698 | $1,729-59.6% | $2,454-71.6% | $2,551-72.6% |
| Participant deferral / active EE | $2,353 | $3,134-24.9% | $4,088-42.4% | $4,139-43.1% |
| Admin fee / account holder | $456 | $5,323-91.4% | $7,189-93.7% | $7,234-93.7% |