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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 | $5,326 | $58,627-90.9% | $76,735-93.1% | $82,448-93.5% |
| Participation rate | 93.2% | 63.2%+29.9pp | 69.5%+23.7pp | 68.1%+25.1pp |
| Annual return | 17.54% | 39.10%-21.6pp | 29.77%-12.2pp | 41.64%-24.1pp |
| Employer contribution / active EE | $611 | $1,729-64.7% | $2,454-75.1% | $2,551-76.1% |
| Participant deferral / active EE | $1,668 | $3,134-46.8% | $4,088-59.2% | $4,139-59.7% |
| Admin fee / account holder | $626 | $5,323-88.2% | $7,189-91.3% | $7,234-91.4% |