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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 | $6,390 | $117,846-94.6% | $102,434-93.8% | $145,884-95.6% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 13.97% | 31.90%-17.9pp | 29.46%-15.5pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,463 | $3,615-59.5% | $3,023-51.6% | $4,662-68.6% |
| Participant deferral / active EE | $1,955 | $5,733-65.9% | $5,055-61.3% | $6,690-70.8% |
| Admin fee / account holder | $804 | $13,356-94.0% | $9,462-91.5% | $13,392-94.0% |