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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 | $5,087 | $91,086-94.4% | $203,872-97.5% | $86,983-94.2% |
| Participation rate | 88.5% | 65.8%+22.6pp | 77.8%+10.7pp | 69.5%+18.9pp |
| Annual return | 13.34% | 22.30%-9.0pp | 85.11%-71.8pp | 25.83%-12.5pp |
| Employer contribution / active EE | $540 | $2,063-73.8% | $3,757-85.6% | $2,584-79.1% |
| Participant deferral / active EE | $1,671 | $4,019-58.4% | $6,388-73.8% | $4,194-60.2% |
| Admin fee / account holder | $391 | $8,987-95.6% | $11,730-96.7% | $7,856-95.0% |