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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 | $7,093 | $117,846-94.0% | $102,434-93.1% | $145,884-95.1% |
| Participation rate | 94.7% | 78.6%+16.1pp | 76.5%+18.2pp | 80.3%+14.4pp |
| Annual return | 16.84% | 31.90%-15.1pp | 29.46%-12.6pp | 551.85%-535.0pp |
| Employer contribution / active EE | $1,231 | $3,615-65.9% | $3,023-59.3% | $4,662-73.6% |
| Participant deferral / active EE | $3,494 | $5,733-39.1% | $5,055-30.9% | $6,690-47.8% |
| Admin fee / account holder | $984 | $13,356-92.6% | $9,462-89.6% | $13,392-92.7% |