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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 | $6,595 | $81,504-91.9% | $102,437-93.6% | $80,959-91.9% |
| Participation rate | 76.8% | 66.9%+9.9pp | 74.5%+2.3pp | 67.7%+9.1pp |
| Annual return | 11.13% | 25.60%-14.5pp | 24.95%-13.8pp | 35.67%-24.5pp |
| Employer contribution / active EE | $1,084 | $3,104-65.1% | $3,871-72.0% | $2,757-60.7% |
| Participant deferral / active EE | $2,287 | $3,871-40.9% | $5,060-54.8% | $4,300-46.8% |
| Admin fee / account holder | $383 | $6,719-94.3% | $8,388-95.4% | $6,925-94.5% |