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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 | $4,666 | $59,440-92.1% | $78,004-94.0% | $82,637-94.4% |
| Participation rate | 93.0% | 62.8%+30.2pp | 69.4%+23.5pp | 68.1%+24.9pp |
| Annual return | 31.02% | 40.24%-9.2pp | 31.07%0pp | 53.51%-22.5pp |
| Employer contribution / active EE | $629 | $1,750-64.1% | $2,469-74.5% | $2,552-75.3% |
| Participant deferral / active EE | $1,893 | $3,138-39.7% | $4,092-53.7% | $4,126-54.1% |
| Admin fee / account holder | $711 | $5,504-87.1% | $7,578-90.6% | $7,339-90.3% |