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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 | $78,690-92.2% | $161,489-96.2% | $87,485-93.0% |
| Participation rate | 92.3% | 67.5%+24.8pp | 78.7%+13.6pp | 68.9%+23.4pp |
| Annual return | 19.45% | 32.74%-13.3pp | 89.72%-70.3pp | 26.06%-6.6pp |
| Employer contribution / active EE | $971 | $2,588-62.5% | $4,268-77.2% | $2,596-62.6% |
| Participant deferral / active EE | $2,568 | $3,311-22.4% | $5,630-54.4% | $4,274-39.9% |
| Admin fee / account holder | $302 | $6,724-95.5% | $16,006-98.1% | $7,775-96.1% |