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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 | $5,244 | $57,541-90.9% | $95,740-94.5% | $75,173-93.0% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 21.72% | 34.93%-13.2pp | 28.41%-6.7pp | 160.72%-139.0pp |
| Employer contribution / active EE | $1,605 | $1,808-11.2% | $2,836-43.4% | $2,671-39.9% |
| Participant deferral / active EE | $2,949 | $3,074-4.1% | $4,244-30.5% | $4,126-28.5% |
| Admin fee / account holder | $545 | $4,099-86.7% | $5,676-90.4% | $5,651-90.3% |