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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 | $6,896 | $110,337-93.8% | $102,383-93.3% | $145,877-95.3% |
| Participation rate | 77.3% | 77.9%-0.7pp | 74.5%+2.8pp | 80.3%-3.0pp |
| Annual return | 16.24% | 24.83%-8.6pp | 24.94%-8.7pp | 551.28%-535.0pp |
| Employer contribution / active EE | $1,090 | $4,216-74.1% | $3,870-71.8% | $4,663-76.6% |
| Participant deferral / active EE | $1,532 | $5,621-72.8% | $5,060-69.7% | $6,691-77.1% |
| Admin fee / account holder | $946 | $9,750-90.3% | $8,391-88.7% | $13,402-92.9% |