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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 | $12,985 | $91,167-85.8% | $178,498-92.7% | $79,858-83.7% |
| Participation rate | 95.0% | 69.2%+25.8pp | 81.9%+13.1pp | 69.6%+25.4pp |
| Annual return | 20.04% | 24.19%-4.2pp | 151.09%-131.1pp | 31.72%-11.7pp |
| Employer contribution / active EE | $717 | $3,255-78.0% | $5,011-85.7% | $2,471-71.0% |
| Participant deferral / active EE | $2,526 | $3,236-21.9% | $5,202-51.4% | $3,740-32.5% |
| Admin fee / account holder | $571 | $6,747-91.5% | $13,985-95.9% | $5,306-89.2% |