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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 | $6,329 | $78,690-92.0% | $161,489-96.1% | $87,485-92.8% |
| Participation rate | 74.2% | 67.5%+6.7pp | 78.7%-4.5pp | 68.9%+5.3pp |
| Annual return | 21.76% | 32.74%-11.0pp | 89.72%-68.0pp | 26.06%-4.3pp |
| Employer contribution / active EE | $930 | $2,588-64.1% | $4,268-78.2% | $2,596-64.2% |
| Participant deferral / active EE | $1,277 | $3,311-61.4% | $5,630-77.3% | $4,274-70.1% |
| Admin fee / account holder | $717 | $6,724-89.3% | $16,006-95.5% | $7,775-90.8% |