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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 | $8,722 | $101,795-91.4% | $165,100-94.7% | $80,959-89.2% |
| Participation rate | 92.9% | 71.8%+21.0pp | 78.6%+14.2pp | 67.7%+25.2pp |
| Annual return | 15.07% | 16.73%-1.7pp | 70.21%-55.1pp | 35.67%-20.6pp |
| Employer contribution / active EE | $1,246 | $2,954-57.8% | $4,348-71.3% | $2,757-54.8% |
| Participant deferral / active EE | $2,242 | $4,476-49.9% | $6,035-62.9% | $4,300-47.9% |
| Admin fee / account holder | $323 | $8,221-96.1% | $12,696-97.5% | $6,925-95.3% |