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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 | $3,699 | $71,197-94.8% | $93,669-96.1% | $80,925-95.4% |
| Participation rate | 78.0% | 60.4%+17.6pp | 68.7%+9.3pp | 67.7%+10.3pp |
| Annual return | 24.85% | 11.27%+13.6pp | 133.59%-108.7pp | 35.65%-10.8pp |
| Employer contribution / active EE | $1,357 | $1,565-13.2% | $2,424-44.0% | $2,756-50.7% |
| Participant deferral / active EE | $1,415 | $4,036-64.9% | $4,416-67.9% | $4,299-67.1% |
| Admin fee / account holder | $358 | $6,959-94.9% | $8,291-95.7% | $6,940-94.8% |