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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 | $106,749-94.0% | $145,433-95.6% | $82,448-92.2% |
| Participation rate | 96.3% | 75.6%+20.6pp | 82.1%+14.2pp | 68.1%+28.2pp |
| Annual return | 14.89% | 27.59%-12.7pp | 66.58%-51.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,327 | $3,444-61.5% | $4,554-70.9% | $2,551-48.0% |
| Participant deferral / active EE | $2,634 | $6,519-59.6% | $7,897-66.7% | $4,139-36.4% |
| Admin fee / account holder | $1,917 | $8,390-77.2% | $13,129-85.4% | $7,234-73.5% |