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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 | $3,804 | $48,327-92.1% | $67,575-94.4% | $80,935-95.3% |
| Participation rate | 76.0% | 66.4%+9.6pp | 72.9%+3.1pp | 67.7%+8.3pp |
| Annual return | 13.45% | 18.31%-4.9pp | 3528.98%-3515.5pp | 35.66%-22.2pp |
| Employer contribution / active EE | $1,034 | $2,022-48.9% | $2,736-62.2% | $2,757-62.5% |
| Participant deferral / active EE | $1,091 | $2,927-62.7% | $4,003-72.7% | $4,299-74.6% |
| Admin fee / account holder | $1,043 | $3,692-71.8% | $3,993-73.9% | $6,924-84.9% |