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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 | $5,096 | $55,930-90.9% | $76,089-93.3% | $80,925-93.7% |
| Participation rate | 81.5% | 62.1%+19.5pp | 69.1%+12.5pp | 67.7%+13.9pp |
| Annual return | 164.32% | 20.58%+143.7pp | 360.94%-196.6pp | 35.65%+128.7pp |
| Employer contribution / active EE | $1,646 | $1,866-11.8% | $2,690-38.8% | $2,756-40.3% |
| Participant deferral / active EE | $2,689 | $3,051-11.9% | $4,259-36.9% | $4,299-37.5% |
| Admin fee / account holder | $1,201 | $5,241-77.1% | $6,418-81.3% | $6,940-82.7% |