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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 | $6,172 | $106,280-94.2% | $96,538-93.6% | $139,487-95.6% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 31.66% | 38.48%-6.8pp | 35.74%-4.1pp | 373.84%-342.2pp |
| Employer contribution / active EE | $1,652 | $4,107-59.8% | $3,740-55.8% | $4,755-65.2% |
| Participant deferral / active EE | $1,652 | $5,457-69.7% | $4,880-66.1% | $6,713-75.4% |
| Admin fee / account holder | $638 | $7,888-91.9% | $6,737-90.5% | $11,407-94.4% |