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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 | $4,425 | $48,327-90.8% | $67,575-93.5% | $80,935-94.5% |
| Participation rate | 84.0% | 66.4%+17.6pp | 72.9%+11.1pp | 67.7%+16.3pp |
| Annual return | 14.89% | 18.31%-3.4pp | 3528.98%-3514.1pp | 35.66%-20.8pp |
| Employer contribution / active EE | $741 | $2,022-63.3% | $2,736-72.9% | $2,757-73.1% |
| Participant deferral / active EE | $1,123 | $2,927-61.6% | $4,003-71.9% | $4,299-73.9% |
| Admin fee / account holder | $325 | $3,692-91.2% | $3,993-91.9% | $6,924-95.3% |