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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 | $7,544 | $45,566-83.4% | $64,105-88.2% | $59,633-87.3% |
| Participation rate | 93.0% | 60.2%+32.9pp | 68.2%+24.9pp | 68.7%+24.4pp |
| Annual return | -1.63% | 4.95%-6.6pp | 791.24%-792.9pp | 2041.40%-2043.0pp |
| Employer contribution / active EE | $1,158 | $934+23.9% | $1,820-36.4% | $2,203-47.4% |
| Participant deferral / active EE | $2,353 | $2,057+14.4% | $2,822-16.6% | $3,192-26.3% |
| Admin fee / account holder | $632 | $3,268-80.7% | $4,499-86.0% | $4,297-85.3% |