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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 | $6,807 | $78,682-91.3% | $109,188-93.8% | $85,851-92.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 17.82% | 25.09%-7.3pp | 25.76%-7.9pp | 318.63%-300.8pp |
| Employer contribution / active EE | $1,584 | $2,734-42.1% | $3,723-57.5% | $2,565-38.3% |
| Participant deferral / active EE | $2,445 | $3,468-29.5% | $4,654-47.5% | $3,952-38.1% |
| Admin fee / account holder | $952 | $5,470-82.6% | $6,755-85.9% | $6,261-84.8% |