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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 | $4,660 | $49,891-90.7% | $80,607-94.2% | $75,181-93.8% |
| Participation rate | 92.0% | 55.3%+36.7pp | 67.0%+25.0pp | 67.2%+24.8pp |
| Annual return | 18.36% | 34.67%-16.3pp | 936.11%-917.7pp | 160.69%-142.3pp |
| Employer contribution / active EE | $1,259 | $1,698-25.9% | $2,724-53.8% | $2,671-52.9% |
| Participant deferral / active EE | $3,242 | $2,991+8.4% | $4,448-27.1% | $4,126-21.4% |
| Admin fee / account holder | $358 | $3,578-90.0% | $5,379-93.3% | $5,650-93.7% |