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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 | $6,632 | $96,731-93.1% | $123,973-94.7% | $86,983-92.4% |
| Participation rate | 95.3% | 70.0%+25.3pp | 76.7%+18.7pp | 69.5%+25.8pp |
| Annual return | 13.33% | 17.33%-4.0pp | 388.13%-374.8pp | 25.83%-12.5pp |
| Employer contribution / active EE | $1,701 | $3,297-48.4% | $4,126-58.8% | $2,584-34.2% |
| Participant deferral / active EE | $1,964 | $4,152-52.7% | $5,247-62.6% | $4,194-53.2% |
| Admin fee / account holder | $1,002 | $8,722-88.5% | $11,799-91.5% | $7,856-87.2% |