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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 | $3,797 | $55,889-93.2% | $76,119-95.0% | $80,935-95.3% |
| Participation rate | 74.3% | 62.1%+12.2pp | 69.1%+5.2pp | 67.7%+6.6pp |
| Annual return | 19.23% | 20.58%-1.3pp | 361.25%-342.0pp | 35.66%-16.4pp |
| Employer contribution / active EE | $731 | $1,866-60.8% | $2,693-72.9% | $2,757-73.5% |
| Participant deferral / active EE | $1,241 | $3,051-59.3% | $4,259-70.9% | $4,299-71.1% |
| Admin fee / account holder | $804 | $5,241-84.7% | $6,421-87.5% | $6,924-88.4% |