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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 | $8,163 | $76,834-89.4% | $108,359-92.5% | $87,485-90.7% |
| Participation rate | 85.4% | 61.7%+23.7pp | 70.1%+15.3pp | 68.9%+16.5pp |
| Annual return | 18.79% | 19.09%-0.3pp | 36.89%-18.1pp | 26.06%-7.3pp |
| Employer contribution / active EE | $320 | $1,556-79.5% | $2,399-86.7% | $2,596-87.7% |
| Participant deferral / active EE | $1,465 | $3,100-52.7% | $4,137-64.6% | $4,274-65.7% |
| Admin fee / account holder | $748 | $6,537-88.6% | $9,741-92.3% | $7,775-90.4% |