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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 | $6,501 | $81,331-92.0% | $155,534-95.8% | $80,935-92.0% |
| Participation rate | 75.7% | 66.3%+9.4pp | 78.2%-2.5pp | 67.7%+8.0pp |
| Annual return | 73.99% | 33.37%+40.6pp | 64.92%+9.1pp | 35.66%+38.3pp |
| Employer contribution / active EE | $599 | $3,105-80.7% | $4,675-87.2% | $2,757-78.3% |
| Participant deferral / active EE | $1,591 | $3,454-53.9% | $5,630-71.7% | $4,299-63.0% |
| Admin fee / account holder | $497 | $7,999-93.8% | $15,900-96.9% | $6,924-92.8% |