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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 | $7,370 | $81,358-90.9% | $155,556-95.3% | $80,959-90.9% |
| Participation rate | 83.3% | 66.3%+17.1pp | 78.2%+5.1pp | 67.7%+15.7pp |
| Annual return | 11.79% | 33.39%-21.6pp | 64.84%-53.0pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,117 | $3,106-64.0% | $4,675-76.1% | $2,757-59.5% |
| Participant deferral / active EE | $1,846 | $3,455-46.6% | $5,631-67.2% | $4,300-57.1% |
| Admin fee / account holder | $327 | $7,994-95.9% | $15,885-97.9% | $6,925-95.3% |