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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 | $7,192 | $101,950-92.9% | $125,529-94.3% | $86,983-91.7% |
| Participation rate | 96.3% | 70.2%+26.1pp | 74.7%+21.6pp | 69.5%+26.8pp |
| Annual return | 18.35% | 18.29%+0.1pp | 202.56%-184.2pp | 25.83%-7.5pp |
| Employer contribution / active EE | $1,095 | $2,358-53.6% | $3,058-64.2% | $2,584-57.6% |
| Participant deferral / active EE | $2,001 | $3,862-48.2% | $4,813-58.4% | $4,194-52.3% |
| Admin fee / account holder | $904 | $12,791-92.9% | $16,298-94.5% | $7,856-88.5% |