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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 | $6,961 | $162,812-95.7% | $133,971-94.8% | $158,966-95.6% |
| Participation rate | 77.8% | 83.2%-5.4pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 17.83% | 41.94%-24.1pp | 45.09%-27.3pp | 302.95%-285.1pp |
| Employer contribution / active EE | $1,048 | $4,976-78.9% | $3,919-73.3% | $4,762-78.0% |
| Participant deferral / active EE | $1,884 | $5,910-68.1% | $5,047-62.7% | $5,983-68.5% |
| Admin fee / account holder | $429 | $11,741-96.3% | $8,929-95.2% | $11,250-96.2% |