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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 | $6,486 | $112,729-94.2% | $98,716-93.4% | $137,256-95.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 29.23% | 38.48%-9.3pp | 31.81%-2.6pp | 220.34%-191.1pp |
| Employer contribution / active EE | $1,278 | $2,725-53.1% | $2,279-43.9% | $4,156-69.2% |
| Participant deferral / active EE | $2,373 | $4,640-48.9% | $4,048-41.4% | $6,407-63.0% |
| Admin fee / account holder | $887 | $10,129-91.2% | $8,703-89.8% | $12,270-92.8% |