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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 | $4,790 | $47,479-89.9% | $62,929-92.4% | $82,448-94.2% |
| Participation rate | 88.9% | 66.9%+22.0pp | 73.1%+15.8pp | 68.1%+20.8pp |
| Annual return | 21.02% | 20.34%+0.7pp | 1063.93%-1042.9pp | 41.64%-20.6pp |
| Employer contribution / active EE | $816 | $1,885-56.7% | $2,505-67.4% | $2,551-68.0% |
| Participant deferral / active EE | $886 | $2,870-69.1% | $3,888-77.2% | $4,139-78.6% |
| Admin fee / account holder | $582 | $3,804-84.7% | $5,065-88.5% | $7,234-92.0% |