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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 | $7,702 | $68,880-88.8% | $120,580-93.6% | $80,959-90.5% |
| Participation rate | 78.8% | 61.7%+17.1pp | 72.0%+6.8pp | 67.7%+11.1pp |
| Annual return | 15.36% | 23.68%-8.3pp | 107.48%-92.1pp | 35.67%-20.3pp |
| Employer contribution / active EE | $1,626 | $2,066-21.3% | $3,469-53.1% | $2,757-41.0% |
| Participant deferral / active EE | $1,872 | $3,191-41.3% | $4,995-62.5% | $4,300-56.5% |
| Admin fee / account holder | $705 | $5,785-87.8% | $9,418-92.5% | $6,925-89.8% |