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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 | $4,294 | $81,358-94.7% | $155,556-97.2% | $80,959-94.7% |
| Participation rate | 86.4% | 66.3%+20.2pp | 78.2%+8.2pp | 67.7%+18.8pp |
| Annual return | 16.75% | 33.39%-16.6pp | 64.84%-48.1pp | 35.67%-18.9pp |
| Employer contribution / active EE | $910 | $3,106-70.7% | $4,675-80.5% | $2,757-67.0% |
| Participant deferral / active EE | $1,250 | $3,455-63.8% | $5,631-77.8% | $4,300-70.9% |
| Admin fee / account holder | $316 | $7,994-96.0% | $15,885-98.0% | $6,925-95.4% |