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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 | $5,995 | $47,479-87.4% | $62,929-90.5% | $82,448-92.7% |
| Participation rate | 85.2% | 66.9%+18.3pp | 73.1%+12.1pp | 68.1%+17.1pp |
| Annual return | 20.62% | 20.34%+0.3pp | 1063.93%-1043.3pp | 41.64%-21.0pp |
| Employer contribution / active EE | $482 | $1,885-74.4% | $2,505-80.7% | $2,551-81.1% |
| Participant deferral / active EE | $863 | $2,870-69.9% | $3,888-77.8% | $4,139-79.2% |
| Admin fee / account holder | $728 | $3,804-80.9% | $5,065-85.6% | $7,234-89.9% |