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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 | $3,018 | $76,407-96.1% | $150,298-98.0% | $82,448-96.3% |
| Participation rate | 86.4% | 66.4%+20.0pp | 77.8%+8.6pp | 68.1%+18.3pp |
| Annual return | 20.61% | 39.99%-19.4pp | 62.79%-42.2pp | 41.64%-21.0pp |
| Employer contribution / active EE | $345 | $2,614-86.8% | $4,154-91.7% | $2,551-86.5% |
| Participant deferral / active EE | $1,128 | $3,214-64.9% | $5,453-79.3% | $4,139-72.8% |
| Admin fee / account holder | $555 | $6,352-91.3% | $14,116-96.1% | $7,234-92.3% |