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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 | $6,073 | $112,729-94.6% | $98,716-93.8% | $137,256-95.6% |
| Participation rate | 79.2% | 74.2%+4.9pp | 69.3%+9.9pp | 80.0%-0.8pp |
| Annual return | 21.77% | 38.48%-16.7pp | 31.81%-10.0pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,003 | $2,725-63.2% | $2,279-56.0% | $4,156-75.9% |
| Participant deferral / active EE | $1,241 | $4,640-73.3% | $4,048-69.3% | $6,407-80.6% |
| Admin fee / account holder | $1,036 | $10,129-89.8% | $8,703-88.1% | $12,270-91.6% |