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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 | $6,852 | $110,410-93.8% | $102,437-93.3% | $145,897-95.3% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 9.82% | 24.85%-15.0pp | 24.95%-15.1pp | 552.29%-542.5pp |
| Employer contribution / active EE | $2,217 | $4,217-47.4% | $3,871-42.7% | $4,663-52.5% |
| Participant deferral / active EE | $2,543 | $5,622-54.8% | $5,060-49.8% | $6,689-62.0% |
| Admin fee / account holder | $810 | $9,745-91.7% | $8,388-90.3% | $13,390-94.0% |