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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 | $5,104 | $76,407-93.3% | $150,298-96.6% | $82,448-93.8% |
| Participation rate | 91.3% | 66.4%+24.9pp | 77.8%+13.5pp | 68.1%+23.2pp |
| Annual return | 33.32% | 39.99%-6.7pp | 62.79%-29.5pp | 41.64%-8.3pp |
| Employer contribution / active EE | $1,336 | $2,614-48.9% | $4,154-67.8% | $2,551-47.6% |
| Participant deferral / active EE | $2,643 | $3,214-17.8% | $5,453-51.5% | $4,139-36.1% |
| Admin fee / account holder | $372 | $6,352-94.1% | $14,116-97.4% | $7,234-94.9% |