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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 | $5,883 | $49,896-88.2% | $80,627-92.7% | $75,173-92.2% |
| Participation rate | 75.8% | 55.3%+20.4pp | 67.0%+8.7pp | 67.2%+8.6pp |
| Annual return | 18.55% | 34.67%-16.1pp | 936.76%-918.2pp | 160.72%-142.2pp |
| Employer contribution / active EE | $681 | $1,699-59.9% | $2,723-75.0% | $2,671-74.5% |
| Participant deferral / active EE | $1,244 | $2,992-58.4% | $4,443-72.0% | $4,126-69.8% |
| Admin fee / account holder | $376 | $3,578-89.5% | $5,381-93.0% | $5,651-93.3% |