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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 | $6,406 | $60,442-89.4% | $96,754-93.4% | $87,485-92.7% |
| Participation rate | 73.0% | 58.7%+14.3pp | 70.3%+2.7pp | 68.9%+4.0pp |
| Annual return | 14.09% | 21.97%-7.9pp | 82.04%-67.9pp | 26.06%-12.0pp |
| Employer contribution / active EE | $1,246 | $1,691-26.3% | $2,679-53.5% | $2,596-52.0% |
| Participant deferral / active EE | $1,684 | $3,280-48.6% | $4,758-64.6% | $4,274-60.6% |
| Admin fee / account holder | $1,196 | $5,069-76.4% | $8,905-86.6% | $7,775-84.6% |