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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 | $6,976 | $103,387-93.3% | $87,102-92.0% | $152,885-95.4% |
| Participation rate | 95.2% | 79.4%+15.9pp | 76.9%+18.4pp | 82.5%+12.8pp |
| Annual return | 20.84% | 28.10%-7.3pp | 28.19%-7.3pp | 345.39%-324.5pp |
| Employer contribution / active EE | $1,104 | $3,221-65.7% | $2,521-56.2% | $4,763-76.8% |
| Participant deferral / active EE | $2,898 | $4,778-39.3% | $4,048-28.4% | $5,851-50.5% |
| Admin fee / account holder | $631 | $12,193-94.8% | $7,491-91.6% | $11,598-94.6% |