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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 | $6,071 | $106,749-94.3% | $145,433-95.8% | $82,448-92.6% |
| Participation rate | 94.1% | 75.6%+18.5pp | 82.1%+12.0pp | 68.1%+26.0pp |
| Annual return | 35.72% | 27.59%+8.1pp | 66.58%-30.9pp | 41.64%-5.9pp |
| Employer contribution / active EE | $1,289 | $3,444-62.6% | $4,554-71.7% | $2,551-49.5% |
| Participant deferral / active EE | $2,601 | $6,519-60.1% | $7,897-67.1% | $4,139-37.2% |
| Admin fee / account holder | $1,019 | $8,390-87.9% | $13,129-92.2% | $7,234-85.9% |