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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 | $9,952 | $49,255-79.8% | $70,494-85.9% | $79,856-87.5% |
| Participation rate | 88.5% | 69.2%+19.3pp | 75.1%+13.4pp | 69.6%+18.8pp |
| Annual return | 19.30% | 30.10%-10.8pp | 109.16%-89.9pp | 31.71%-12.4pp |
| Employer contribution / active EE | $509 | $2,100-75.8% | $2,738-81.4% | $2,471-79.4% |
| Participant deferral / active EE | $3,740 | $2,768+35.1% | $3,711+0.8% | $3,7410% |
| Admin fee / account holder | $858 | $2,879-70.2% | $3,848-77.7% | $5,306-83.8% |