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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 | $5,031 | $47,479-89.4% | $62,929-92.0% | $82,448-93.9% |
| Participation rate | 73.7% | 66.9%+6.8pp | 73.1%+0.6pp | 68.1%+5.6pp |
| Annual return | 19.93% | 20.34%-0.4pp | 1063.93%-1044.0pp | 41.64%-21.7pp |
| Employer contribution / active EE | $657 | $1,885-65.1% | $2,505-73.8% | $2,551-74.2% |
| Participant deferral / active EE | $1,148 | $2,870-60.0% | $3,888-70.5% | $4,139-72.3% |
| Admin fee / account holder | $1,717 | $3,804-54.9% | $5,065-66.1% | $7,234-76.3% |