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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 | $6,115 | $81,358-92.5% | $155,556-96.1% | $80,959-92.4% |
| Participation rate | 81.3% | 66.3%+15.0pp | 78.2%+3.0pp | 67.7%+13.6pp |
| Annual return | 16.61% | 33.39%-16.8pp | 64.84%-48.2pp | 35.67%-19.1pp |
| Employer contribution / active EE | $2,225 | $3,106-28.4% | $4,675-52.4% | $2,757-19.3% |
| Participant deferral / active EE | $3,114 | $3,455-9.9% | $5,631-44.7% | $4,300-27.6% |
| Admin fee / account holder | $1,645 | $7,994-79.4% | $15,885-89.6% | $6,925-76.3% |