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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 | $6,882 | $81,233-91.5% | $155,567-95.6% | $80,874-91.5% |
| Participation rate | 85.7% | 66.2%+19.5pp | 78.2%+7.5pp | 67.6%+18.1pp |
| Annual return | 15.90% | 33.33%-17.4pp | 64.74%-48.8pp | 35.62%-19.7pp |
| Employer contribution / active EE | $1,088 | $3,101-64.9% | $4,674-76.7% | $2,756-60.5% |
| Participant deferral / active EE | $1,706 | $3,452-50.6% | $5,628-69.7% | $4,297-60.3% |
| Admin fee / account holder | $384 | $7,998-95.2% | $15,916-97.6% | $6,935-94.5% |