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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 | $81,276-92.3% | $155,574-96.0% | $80,925-92.3% |
| Participation rate | 96.4% | 66.2%+30.1pp | 78.2%+18.2pp | 67.7%+28.7pp |
| Annual return | 18.24% | 33.36%-15.1pp | 64.87%-46.6pp | 35.65%-17.4pp |
| Employer contribution / active EE | $831 | $3,103-73.2% | $4,676-82.2% | $2,756-69.8% |
| Participant deferral / active EE | $1,819 | $3,453-47.3% | $5,629-67.7% | $4,299-57.7% |
| Admin fee / account holder | $453 | $7,993-94.3% | $15,914-97.2% | $6,940-93.5% |