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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 | $2,575 | $76,407-96.6% | $150,298-98.3% | $82,448-96.9% |
| Participation rate | 75.0% | 66.4%+8.6pp | 77.8%-2.8pp | 68.1%+6.9pp |
| Annual return | 16.56% | 39.99%-23.4pp | 62.79%-46.2pp | 41.64%-25.1pp |
| Employer contribution / active EE | $322 | $2,614-87.7% | $4,154-92.2% | $2,551-87.4% |
| Participant deferral / active EE | $1,147 | $3,214-64.3% | $5,453-79.0% | $4,139-72.3% |
| Admin fee / account holder | $996 | $6,352-84.3% | $14,116-92.9% | $7,234-86.2% |