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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 | $6,685 | $91,179-92.7% | $178,499-96.3% | $79,852-91.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 21.43% | 24.19%-2.8pp | 151.10%-129.7pp | 31.72%-10.3pp |
| Employer contribution / active EE | $1,458 | $3,256-55.2% | $5,011-70.9% | $2,471-41.0% |
| Participant deferral / active EE | $2,759 | $3,236-14.7% | $5,202-47.0% | $3,740-26.2% |
| Admin fee / account holder | $760 | $6,749-88.7% | $13,986-94.6% | $5,306-85.7% |