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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 | $7,432 | $78,690-90.6% | $161,489-95.4% | $87,485-91.5% |
| Participation rate | 77.3% | 67.5%+9.9pp | 78.7%-1.4pp | 68.9%+8.4pp |
| Annual return | 14.00% | 32.74%-18.7pp | 89.72%-75.7pp | 26.06%-12.1pp |
| Employer contribution / active EE | $669 | $2,588-74.2% | $4,268-84.3% | $2,596-74.2% |
| Participant deferral / active EE | $1,196 | $3,311-63.9% | $5,630-78.8% | $4,274-72.0% |
| Admin fee / account holder | $1,123 | $6,724-83.3% | $16,006-93.0% | $7,775-85.6% |