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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 | $6,510 | $91,179-92.9% | $178,499-96.4% | $79,852-91.8% |
| Participation rate | 89.6% | 69.2%+20.4pp | 81.9%+7.7pp | 69.6%+20.0pp |
| Annual return | 13.50% | 24.19%-10.7pp | 151.10%-137.6pp | 31.72%-18.2pp |
| Employer contribution / active EE | $433 | $3,256-86.7% | $5,011-91.4% | $2,471-82.5% |
| Participant deferral / active EE | $1,414 | $3,236-56.3% | $5,202-72.8% | $3,740-62.2% |
| Admin fee / account holder | $1,130 | $6,749-83.3% | $13,986-91.9% | $5,306-78.7% |