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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 | $4,009 | $111,814-96.4% | $103,378-96.1% | $145,978-97.3% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 15.43% | 24.80%-9.4pp | 24.91%-9.5pp | 550.52%-535.1pp |
| Employer contribution / active EE | $1,313 | $4,215-68.8% | $3,870-66.1% | $4,662-71.8% |
| Participant deferral / active EE | $2,078 | $5,618-63.0% | $5,058-58.9% | $6,690-68.9% |
| Admin fee / account holder | $1,448 | $9,764-85.2% | $8,401-82.8% | $13,400-89.2% |