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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 | $7,901 | $77,908-89.9% | $149,696-94.7% | $75,173-89.5% |
| Participation rate | 89.9% | 65.6%+24.3pp | 78.8%+11.1pp | 67.2%+22.7pp |
| Annual return | 18.44% | 31.73%-13.3pp | 134.46%-116.0pp | 160.72%-142.3pp |
| Employer contribution / active EE | $1,430 | $3,138-54.4% | $4,821-70.3% | $2,671-46.5% |
| Participant deferral / active EE | $1,455 | $3,411-57.4% | $5,682-74.4% | $4,126-64.7% |
| Admin fee / account holder | $1,292 | $5,950-78.3% | $13,212-90.2% | $5,651-77.1% |