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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 | $6,015 | $77,908-92.3% | $149,696-96.0% | $75,173-92.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 28.17% | 31.73%-3.6pp | 134.46%-106.3pp | 160.72%-132.5pp |
| Employer contribution / active EE | $1,047 | $3,138-66.6% | $4,821-78.3% | $2,671-60.8% |
| Participant deferral / active EE | $2,394 | $3,411-29.8% | $5,682-57.9% | $4,126-42.0% |
| Admin fee / account holder | $450 | $5,950-92.4% | $13,212-96.6% | $5,651-92.0% |