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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 | $5,782 | $95,406-93.9% | $185,849-96.9% | $85,847-93.3% |
| Participation rate | 92.0% | 68.8%+23.2pp | 81.7%+10.3pp | 69.3%+22.7pp |
| Annual return | 14.05% | 23.59%-9.5pp | 122.10%-108.0pp | 318.61%-304.6pp |
| Employer contribution / active EE | $767 | $3,314-76.8% | $5,169-85.2% | $2,565-70.1% |
| Participant deferral / active EE | $1,296 | $3,424-62.1% | $5,569-76.7% | $3,952-67.2% |
| Admin fee / account holder | $740 | $7,214-89.7% | $16,244-95.4% | $6,261-88.2% |