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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 | $2,978 | $57,140-94.8% | $85,240-96.5% | $80,959-96.3% |
| Participation rate | 74.3% | 56.4%+17.9pp | 67.5%+6.8pp | 67.7%+6.6pp |
| Annual return | 20.60% | 21.71%-1.1pp | 66.75%-46.2pp | 35.67%-15.1pp |
| Employer contribution / active EE | $733 | $1,802-59.3% | $2,735-73.2% | $2,757-73.4% |
| Participant deferral / active EE | $1,147 | $3,115-63.2% | $4,527-74.7% | $4,300-73.3% |
| Admin fee / account holder | $321 | $4,992-93.6% | $6,165-94.8% | $6,925-95.4% |