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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 | $5,689 | $85,766-93.4% | $136,298-95.8% | $70,126-91.9% |
| Participation rate | 89.8% | 74.2%+15.6pp | 81.9%+7.9pp | 69.5%+20.3pp |
| Annual return | 22.50% | 31.46%-9.0pp | 5156.27%-5133.8pp | 73.15%-50.6pp |
| Employer contribution / active EE | $1,272 | $2,966-57.1% | $4,696-72.9% | $2,343-45.7% |
| Participant deferral / active EE | $2,410 | $5,051-52.3% | $6,247-61.4% | $3,332-27.7% |
| Admin fee / account holder | $449 | $5,421-91.7% | $9,244-95.1% | $4,645-90.3% |