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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 | $6,433 | $106,524-94.0% | $152,301-95.8% | $87,485-92.6% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.4%+13.8pp | 68.9%+27.4pp |
| Annual return | 14.89% | 26.89%-12.0pp | 80.50%-65.6pp | 26.06%-11.2pp |
| Employer contribution / active EE | $1,327 | $3,371-60.7% | $4,624-71.3% | $2,596-48.9% |
| Participant deferral / active EE | $2,634 | $6,525-59.6% | $8,004-67.1% | $4,274-38.4% |
| Admin fee / account holder | $1,917 | $8,287-76.9% | $14,398-86.7% | $7,775-75.3% |