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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 | $6,961 | $47,479-85.3% | $62,929-88.9% | $82,448-91.6% |
| Participation rate | 73.5% | 66.9%+6.6pp | 73.1%+0.4pp | 68.1%+5.4pp |
| Annual return | 15.79% | 20.34%-4.6pp | 1063.93%-1048.1pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,086 | $1,885-42.4% | $2,505-56.7% | $2,551-57.4% |
| Participant deferral / active EE | $2,041 | $2,870-28.9% | $3,888-47.5% | $4,139-50.7% |
| Admin fee / account holder | $1,022 | $3,804-73.1% | $5,065-79.8% | $7,234-85.9% |