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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 | $56,063-90.9% | $76,051-93.3% | $80,911-93.7% |
| Participation rate | 81.5% | 62.0%+19.5pp | 69.1%+12.5pp | 67.6%+13.9pp |
| Annual return | 164.32% | 20.54%+143.8pp | 360.42%-196.1pp | 35.63%+128.7pp |
| Employer contribution / active EE | $1,646 | $1,874-12.2% | $2,690-38.8% | $2,756-40.3% |
| Participant deferral / active EE | $2,689 | $3,052-11.9% | $4,257-36.8% | $4,297-37.4% |
| Admin fee / account holder | $1,201 | $5,240-77.1% | $6,416-81.3% | $6,935-82.7% |