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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 | $6,686 | $48,337-86.2% | $67,560-90.1% | $80,959-91.7% |
| Participation rate | 71.8% | 66.4%+5.4pp | 72.9%-1.1pp | 67.7%+4.1pp |
| Annual return | 14.53% | 18.26%-3.7pp | 3533.50%-3519.0pp | 35.67%-21.1pp |
| Employer contribution / active EE | $881 | $2,023-56.5% | $2,737-67.8% | $2,757-68.1% |
| Participant deferral / active EE | $2,131 | $2,928-27.2% | $4,004-46.8% | $4,300-50.4% |
| Admin fee / account holder | $368 | $3,695-90.0% | $3,994-90.8% | $6,925-94.7% |