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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 | $5,793 | $93,598-93.8% | $135,974-95.7% | $75,173-92.3% |
| Participation rate | 91.2% | 75.2%+16.0pp | 81.9%+9.3pp | 67.2%+24.0pp |
| Annual return | 39.02% | 30.89%+8.1pp | 68.30%-29.3pp | 160.72%-121.7pp |
| Employer contribution / active EE | $1,606 | $3,538-54.6% | $4,859-67.0% | $2,671-39.9% |
| Participant deferral / active EE | $2,717 | $6,405-57.6% | $7,760-65.0% | $4,126-34.2% |
| Admin fee / account holder | $740 | $6,978-89.4% | $10,767-93.1% | $5,651-86.9% |