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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 | $9,002 | $71,230-87.4% | $93,727-90.4% | $80,959-88.9% |
| Participation rate | 89.2% | 60.4%+28.8pp | 68.7%+20.5pp | 67.7%+21.5pp |
| Annual return | 13.83% | 11.26%+2.6pp | 133.83%-120.0pp | 35.67%-21.8pp |
| Employer contribution / active EE | $685 | $1,565-56.2% | $2,421-71.7% | $2,757-75.1% |
| Participant deferral / active EE | $1,608 | $4,037-60.2% | $4,417-63.6% | $4,300-62.6% |
| Admin fee / account holder | $350 | $6,961-95.0% | $8,292-95.8% | $6,925-94.9% |