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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 | $7,510 | $81,262-90.8% | $155,602-95.2% | $80,911-90.7% |
| Participation rate | 87.1% | 66.2%+20.9pp | 78.2%+8.9pp | 67.6%+19.4pp |
| Annual return | 17.93% | 33.34%-15.4pp | 64.81%-46.9pp | 35.63%-17.7pp |
| Employer contribution / active EE | $738 | $3,102-76.2% | $4,675-84.2% | $2,756-73.2% |
| Participant deferral / active EE | $2,439 | $3,451-29.3% | $5,629-56.7% | $4,297-43.2% |
| Admin fee / account holder | $3,498 | $7,992-56.2% | $15,923-78.0% | $6,935-49.6% |