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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 | $6,203 | $50,554-87.7% | $67,681-90.8% | $87,485-92.9% |
| Participation rate | 88.0% | 67.7%+20.3pp | 73.7%+14.3pp | 68.9%+19.1pp |
| Annual return | 26.39% | 17.81%+8.6pp | 590.58%-564.2pp | 26.06%+0.3pp |
| Employer contribution / active EE | $1,258 | $1,988-36.7% | $2,678-53.0% | $2,596-51.6% |
| Participant deferral / active EE | $1,496 | $2,961-49.5% | $3,976-62.4% | $4,274-65.0% |
| Admin fee / account holder | $609 | $4,132-85.3% | $6,100-90.0% | $7,775-92.2% |