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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 | $3,936 | $81,276-95.2% | $155,574-97.5% | $80,925-95.1% |
| Participation rate | 85.7% | 66.2%+19.5pp | 78.2%+7.5pp | 67.7%+18.1pp |
| Annual return | 18.69% | 33.36%-14.7pp | 64.87%-46.2pp | 35.65%-17.0pp |
| Employer contribution / active EE | $1,014 | $3,103-67.3% | $4,676-78.3% | $2,756-63.2% |
| Participant deferral / active EE | $2,481 | $3,453-28.1% | $5,629-55.9% | $4,299-42.3% |
| Admin fee / account holder | $1,318 | $7,993-83.5% | $15,914-91.7% | $6,940-81.0% |