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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 | $2,426 | $58,627-95.9% | $76,735-96.8% | $82,448-97.1% |
| Participation rate | 91.8% | 63.2%+28.6pp | 69.5%+22.3pp | 68.1%+23.8pp |
| Annual return | 30.57% | 39.10%-8.5pp | 29.77%+0.8pp | 41.64%-11.1pp |
| Employer contribution / active EE | $555 | $1,729-67.9% | $2,454-77.4% | $2,551-78.3% |
| Participant deferral / active EE | $1,326 | $3,134-57.7% | $4,088-67.6% | $4,139-68.0% |
| Admin fee / account holder | $1,172 | $5,323-78.0% | $7,189-83.7% | $7,234-83.8% |