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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 | $6,212 | $97,751-93.6% | $103,447-94.0% | $145,877-95.7% |
| Participation rate | 84.6% | 81.1%+3.5pp | 80.5%+4.1pp | 80.3%+4.3pp |
| Annual return | 14.29% | 25.43%-11.1pp | 23.92%-9.6pp | 551.28%-537.0pp |
| Employer contribution / active EE | $1,820 | $4,684-61.1% | $4,678-61.1% | $4,663-61.0% |
| Participant deferral / active EE | $3,679 | $6,603-44.3% | $6,624-44.5% | $6,691-45.0% |
| Admin fee / account holder | $3,855 | $12,515-69.2% | $9,415-59.1% | $13,402-71.2% |