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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 | $6,007 | $55,889-89.3% | $76,119-92.1% | $80,935-92.6% |
| Participation rate | 96.4% | 62.1%+34.4pp | 69.1%+27.4pp | 67.7%+28.8pp |
| Annual return | 15.10% | 20.58%-5.5pp | 361.25%-346.1pp | 35.66%-20.6pp |
| Employer contribution / active EE | $1,077 | $1,866-42.3% | $2,693-60.0% | $2,757-60.9% |
| Participant deferral / active EE | $2,048 | $3,051-32.9% | $4,259-51.9% | $4,299-52.4% |
| Admin fee / account holder | $1,141 | $5,241-78.2% | $6,421-82.2% | $6,924-83.5% |