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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 | $6,710 | $72,492-90.7% | $87,102-92.3% | $72,983-90.8% |
| Participation rate | 70.8% | 72.8%-2.0pp | 76.9%-6.0pp | 69.5%+1.3pp |
| Annual return | 45.84% | 24.46%+21.4pp | 28.19%+17.7pp | 81.01%-35.2pp |
| Employer contribution / active EE | $1,506 | $1,894-20.5% | $2,521-40.3% | $2,440-38.3% |
| Participant deferral / active EE | $2,645 | $3,270-19.1% | $4,048-34.7% | $3,608-26.7% |
| Admin fee / account holder | $571 | $5,055-88.7% | $7,491-92.4% | $5,124-88.9% |