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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 | $78,690-93.5% | $161,489-96.8% | $87,485-94.2% |
| Participation rate | 91.3% | 67.5%+23.8pp | 78.7%+12.6pp | 68.9%+22.4pp |
| Annual return | 33.32% | 32.74%+0.6pp | 89.72%-56.4pp | 26.06%+7.3pp |
| Employer contribution / active EE | $1,336 | $2,588-48.4% | $4,268-68.7% | $2,596-48.5% |
| Participant deferral / active EE | $2,643 | $3,311-20.2% | $5,630-53.0% | $4,274-38.1% |
| Admin fee / account holder | $372 | $6,724-94.5% | $16,006-97.7% | $7,775-95.2% |