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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 | $18,882 | $63,456-70.2% | $100,712-81.3% | $64,097-70.5% |
| Participation rate | 79.2% | 49.7%+29.5pp | 69.3%+9.9pp | 55.2%+24.0pp |
| Annual return | 14.05% | 19.65%-5.6pp | 33.27%-19.2pp | 34.64%-20.6pp |
| Employer contribution / active EE | $482 | $1,003-51.9% | $2,313-79.1% | $1,891-74.5% |
| Participant deferral / active EE | $1,399 | $2,463-43.2% | $4,085-65.7% | $3,080-54.6% |
| Admin fee / account holder | $1,648 | $4,808-65.7% | $9,256-82.2% | $3,454-52.3% |