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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 | $8,907 | $81,276-89.0% | $155,574-94.3% | $80,925-89.0% |
| Participation rate | 90.3% | 66.2%+24.0pp | 78.2%+12.1pp | 67.7%+22.6pp |
| Annual return | 15.49% | 33.36%-17.9pp | 64.87%-49.4pp | 35.65%-20.2pp |
| Employer contribution / active EE | $1,049 | $3,103-66.2% | $4,676-77.6% | $2,756-62.0% |
| Participant deferral / active EE | $1,903 | $3,453-44.9% | $5,629-66.2% | $4,299-55.7% |
| Admin fee / account holder | $436 | $7,993-94.5% | $15,914-97.3% | $6,940-93.7% |