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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 | $5,723 | $110,337-94.8% | $102,383-94.4% | $145,877-96.1% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 19.12% | 24.83%-5.7pp | 24.94%-5.8pp | 551.28%-532.2pp |
| Employer contribution / active EE | $1,806 | $4,216-57.2% | $3,870-53.3% | $4,663-61.3% |
| Participant deferral / active EE | $4,644 | $5,621-17.4% | $5,060-8.2% | $6,691-30.6% |
| Admin fee / account holder | $1,212 | $9,750-87.6% | $8,391-85.6% | $13,402-91.0% |