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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 | $4,484 | $59,440-92.5% | $78,004-94.3% | $82,637-94.6% |
| Participation rate | 93.9% | 62.8%+31.1pp | 69.4%+24.5pp | 68.1%+25.9pp |
| Annual return | 29.67% | 40.24%-10.6pp | 31.07%-1.4pp | 53.51%-23.8pp |
| Employer contribution / active EE | $799 | $1,750-54.4% | $2,469-67.7% | $2,552-68.7% |
| Participant deferral / active EE | $2,497 | $3,138-20.4% | $4,092-39.0% | $4,126-39.5% |
| Admin fee / account holder | $1,037 | $5,504-81.2% | $7,578-86.3% | $7,339-85.9% |