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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 | $6,163 | $110,337-94.4% | $102,383-94.0% | $145,877-95.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.81% | 24.83%-12.0pp | 24.94%-12.1pp | 551.28%-538.5pp |
| Employer contribution / active EE | $1,207 | $4,216-71.4% | $3,870-68.8% | $4,663-74.1% |
| Participant deferral / active EE | $1,616 | $5,621-71.2% | $5,060-68.1% | $6,691-75.8% |
| Admin fee / account holder | $808 | $9,750-91.7% | $8,391-90.4% | $13,402-94.0% |