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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 | $6,464 | $78,690-91.8% | $161,489-96.0% | $87,485-92.6% |
| Participation rate | 96.9% | 67.5%+29.4pp | 78.7%+18.2pp | 68.9%+27.9pp |
| Annual return | 19.10% | 32.74%-13.6pp | 89.72%-70.6pp | 26.06%-7.0pp |
| Employer contribution / active EE | $896 | $2,588-65.4% | $4,268-79.0% | $2,596-65.5% |
| Participant deferral / active EE | $2,659 | $3,311-19.7% | $5,630-52.8% | $4,274-37.8% |
| Admin fee / account holder | $1,599 | $6,724-76.2% | $16,006-90.0% | $7,775-79.4% |