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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 | $4,264 | $64,920-93.4% | $103,693-95.9% | $86,983-95.1% |
| Participation rate | 91.7% | 63.6%+28.1pp | 72.6%+19.0pp | 69.5%+22.1pp |
| Annual return | 17.50% | 30.29%-12.8pp | 47.61%-30.1pp | 25.83%-8.3pp |
| Employer contribution / active EE | $898 | $2,141-58.1% | $2,920-69.2% | $2,584-65.3% |
| Participant deferral / active EE | $1,876 | $3,241-42.1% | $4,579-59.0% | $4,194-55.3% |
| Admin fee / account holder | $446 | $6,191-92.8% | $7,858-94.3% | $7,856-94.3% |