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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 | $6,021 | $81,331-92.6% | $155,534-96.1% | $80,935-92.6% |
| Participation rate | 78.8% | 66.3%+12.5pp | 78.2%+0.6pp | 67.7%+11.1pp |
| Annual return | 13.49% | 33.37%-19.9pp | 64.92%-51.4pp | 35.66%-22.2pp |
| Employer contribution / active EE | $974 | $3,105-68.6% | $4,675-79.2% | $2,757-64.7% |
| Participant deferral / active EE | $1,327 | $3,454-61.6% | $5,630-76.4% | $4,299-69.1% |
| Admin fee / account holder | $917 | $7,999-88.5% | $15,900-94.2% | $6,924-86.8% |