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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 | $6,266 | $78,015-92.0% | $178,505-96.5% | $80,959-92.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 10.74% | 18.10%-7.4pp | 27.16%-16.4pp | 35.67%-24.9pp |
| Employer contribution / active EE | $1,443 | $2,281-36.7% | $3,955-63.5% | $2,757-47.7% |
| Participant deferral / active EE | $2,390 | $4,406-45.8% | $6,280-61.9% | $4,300-44.4% |
| Admin fee / account holder | $583 | $7,160-91.9% | $10,428-94.4% | $6,925-91.6% |