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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 | $6,444 | $124,425-94.8% | $112,040-94.2% | $137,256-95.3% |
| Participation rate | 86.7% | 79.3%+7.4pp | 76.5%+10.2pp | 80.0%+6.7pp |
| Annual return | 18.43% | 24.72%-6.3pp | 24.52%-6.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,123 | $3,411-67.1% | $2,954-62.0% | $4,156-73.0% |
| Participant deferral / active EE | $2,284 | $5,718-60.1% | $5,098-55.2% | $6,407-64.4% |
| Admin fee / account holder | $507 | $15,207-96.7% | $12,098-95.8% | $12,270-95.9% |