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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 | $6,246 | $81,358-92.3% | $155,556-96.0% | $80,959-92.3% |
| Participation rate | 96.4% | 66.3%+30.1pp | 78.2%+18.1pp | 67.7%+28.7pp |
| Annual return | 18.24% | 33.39%-15.1pp | 64.84%-46.6pp | 35.67%-17.4pp |
| Employer contribution / active EE | $831 | $3,106-73.2% | $4,675-82.2% | $2,757-69.8% |
| Participant deferral / active EE | $1,819 | $3,455-47.4% | $5,631-67.7% | $4,300-57.7% |
| Admin fee / account holder | $453 | $7,994-94.3% | $15,885-97.1% | $6,925-93.5% |