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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 | $3,469 | $55,932-93.8% | $76,735-95.5% | $67,986-94.9% |
| Participation rate | 80.5% | 50.8%+29.7pp | 69.5%+11.0pp | 57.2%+23.3pp |
| Annual return | 20.51% | 23.10%-2.6pp | 29.77%-9.3pp | 31.67%-11.2pp |
| Employer contribution / active EE | $646 | $1,487-56.5% | $2,454-73.7% | $2,019-68.0% |
| Participant deferral / active EE | $1,284 | $2,558-49.8% | $4,088-68.6% | $3,358-61.8% |
| Admin fee / account holder | $470 | $4,907-90.4% | $7,189-93.5% | $3,203-85.3% |