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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 | $3,075 | $48,337-93.6% | $67,560-95.4% | $80,959-96.2% |
| Participation rate | 86.1% | 66.4%+19.7pp | 72.9%+13.2pp | 67.7%+18.4pp |
| Annual return | 12.56% | 18.26%-5.7pp | 3533.50%-3520.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $765 | $2,023-62.2% | $2,737-72.0% | $2,757-72.2% |
| Participant deferral / active EE | $816 | $2,928-72.1% | $4,004-79.6% | $4,300-81.0% |
| Admin fee / account holder | $1,413 | $3,695-61.8% | $3,994-64.6% | $6,925-79.6% |