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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 | $6,078 | $64,920-90.6% | $103,693-94.1% | $86,983-93.0% |
| Participation rate | 82.7% | 63.6%+19.1pp | 72.6%+10.0pp | 69.5%+13.2pp |
| Annual return | 13.81% | 30.29%-16.5pp | 47.61%-33.8pp | 25.83%-12.0pp |
| Employer contribution / active EE | $555 | $2,141-74.1% | $2,920-81.0% | $2,584-78.5% |
| Participant deferral / active EE | $894 | $3,241-72.4% | $4,579-80.5% | $4,194-78.7% |
| Admin fee / account holder | $384 | $6,191-93.8% | $7,858-95.1% | $7,856-95.1% |