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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 | $97,078-93.6% | $103,065-94.0% | $145,897-95.7% |
| Participation rate | 84.6% | 81.1%+3.5pp | 80.6%+4.1pp | 80.3%+4.3pp |
| Annual return | 14.29% | 25.49%-11.2pp | 23.95%-9.7pp | 552.29%-538.0pp |
| Employer contribution / active EE | $1,820 | $4,680-61.1% | $4,675-61.1% | $4,663-61.0% |
| Participant deferral / active EE | $3,679 | $6,601-44.3% | $6,625-44.5% | $6,689-45.0% |
| Admin fee / account holder | $3,855 | $12,505-69.2% | $9,349-58.8% | $13,390-71.2% |