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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 | $6,925 | $48,327-85.7% | $67,575-89.8% | $80,935-91.4% |
| Participation rate | 80.4% | 66.4%+14.0pp | 72.9%+7.5pp | 67.7%+12.8pp |
| Annual return | 13.95% | 18.31%-4.4pp | 3528.98%-3515.0pp | 35.66%-21.7pp |
| Employer contribution / active EE | $1,452 | $2,022-28.2% | $2,736-46.9% | $2,757-47.3% |
| Participant deferral / active EE | $2,214 | $2,927-24.4% | $4,003-44.7% | $4,299-48.5% |
| Admin fee / account holder | $1,061 | $3,692-71.3% | $3,993-73.4% | $6,924-84.7% |