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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 | $7,544 | $78,690-90.4% | $161,489-95.3% | $87,485-91.4% |
| Participation rate | 73.0% | 67.5%+5.5pp | 78.7%-5.7pp | 68.9%+4.0pp |
| Annual return | 18.87% | 32.74%-13.9pp | 89.72%-70.8pp | 26.06%-7.2pp |
| Employer contribution / active EE | $922 | $2,588-64.4% | $4,268-78.4% | $2,596-64.5% |
| Participant deferral / active EE | $1,220 | $3,311-63.1% | $5,630-78.3% | $4,274-71.4% |
| Admin fee / account holder | $658 | $6,724-90.2% | $16,006-95.9% | $7,775-91.5% |