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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 | $115,225-94.7% | $100,712-94.0% | $138,895-95.6% |
| Participation rate | 79.2% | 74.3%+4.8pp | 69.3%+9.9pp | 79.9%-0.8pp |
| Annual return | 21.77% | 40.35%-18.6pp | 33.27%-11.5pp | 145.39%-123.6pp |
| Employer contribution / active EE | $1,003 | $2,771-63.8% | $2,313-56.6% | $4,194-76.1% |
| Participant deferral / active EE | $1,241 | $4,699-73.6% | $4,085-69.6% | $6,396-80.6% |
| Admin fee / account holder | $1,036 | $10,844-90.4% | $9,256-88.8% | $12,562-91.8% |