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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 | $5,365 | $55,889-90.4% | $76,119-93.0% | $80,935-93.4% |
| Participation rate | 84.4% | 62.1%+22.3pp | 69.1%+15.3pp | 67.7%+16.7pp |
| Annual return | 13.27% | 20.58%-7.3pp | 361.25%-348.0pp | 35.66%-22.4pp |
| Employer contribution / active EE | $1,002 | $1,866-46.3% | $2,693-62.8% | $2,757-63.6% |
| Participant deferral / active EE | $1,882 | $3,051-38.3% | $4,259-55.8% | $4,299-56.2% |
| Admin fee / account holder | $310 | $5,241-94.1% | $6,421-95.2% | $6,924-95.5% |