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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 | $6,294 | $103,008-93.9% | $90,304-93.0% | $152,897-95.9% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.5%+5.0pp |
| Annual return | 23.24% | 95.22%-72.0pp | 78.13%-54.9pp | 345.43%-322.2pp |
| Employer contribution / active EE | $831 | $3,139-73.5% | $2,855-70.9% | $4,764-82.6% |
| Participant deferral / active EE | $1,484 | $4,281-65.3% | $3,885-61.8% | $5,851-74.6% |
| Admin fee / account holder | $879 | $6,175-85.8% | $5,354-83.6% | $11,599-92.4% |