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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 | $6,164 | $76,407-91.9% | $150,298-95.9% | $82,448-92.5% |
| Participation rate | 92.3% | 66.4%+25.9pp | 77.8%+14.5pp | 68.1%+24.2pp |
| Annual return | 19.45% | 39.99%-20.5pp | 62.79%-43.3pp | 41.64%-22.2pp |
| Employer contribution / active EE | $971 | $2,614-62.8% | $4,154-76.6% | $2,551-61.9% |
| Participant deferral / active EE | $2,568 | $3,214-20.1% | $5,453-52.9% | $4,139-38.0% |
| Admin fee / account holder | $302 | $6,352-95.2% | $14,116-97.9% | $7,234-95.8% |