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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 | $81,276-92.0% | $155,574-95.8% | $80,925-92.0% |
| Participation rate | 75.7% | 66.2%+9.4pp | 78.2%-2.5pp | 67.7%+8.0pp |
| Annual return | 73.99% | 33.36%+40.6pp | 64.87%+9.1pp | 35.65%+38.3pp |
| Employer contribution / active EE | $599 | $3,103-80.7% | $4,676-87.2% | $2,756-78.3% |
| Participant deferral / active EE | $1,591 | $3,453-53.9% | $5,629-71.7% | $4,299-63.0% |
| Admin fee / account holder | $497 | $7,993-93.8% | $15,914-96.9% | $6,940-92.8% |