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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 | $3,585 | $81,358-95.6% | $155,556-97.7% | $80,959-95.6% |
| Participation rate | 87.2% | 66.3%+20.9pp | 78.2%+9.0pp | 67.7%+19.5pp |
| Annual return | 13.02% | 33.39%-20.4pp | 64.84%-51.8pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,043 | $3,106-66.4% | $4,675-77.7% | $2,757-62.2% |
| Participant deferral / active EE | $1,208 | $3,455-65.0% | $5,631-78.5% | $4,300-71.9% |
| Admin fee / account holder | $737 | $7,994-90.8% | $15,885-95.4% | $6,925-89.4% |