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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 | $6,023 | $55,902-89.2% | $76,030-92.1% | $80,959-92.6% |
| Participation rate | 96.6% | 62.1%+34.5pp | 69.1%+27.5pp | 67.7%+28.9pp |
| Annual return | 14.06% | 20.59%-6.5pp | 361.54%-347.5pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,034 | $1,867-44.6% | $2,688-61.5% | $2,757-62.5% |
| Participant deferral / active EE | $2,291 | $3,051-24.9% | $4,257-46.2% | $4,300-46.7% |
| Admin fee / account holder | $1,012 | $5,239-80.7% | $6,421-84.2% | $6,925-85.4% |