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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 | $4,100 | $48,337-91.5% | $67,560-93.9% | $80,959-94.9% |
| Participation rate | 78.4% | 66.4%+11.9pp | 72.9%+5.4pp | 67.7%+10.7pp |
| Annual return | 12.14% | 18.26%-6.1pp | 3533.50%-3521.4pp | 35.67%-23.5pp |
| Employer contribution / active EE | $591 | $2,023-70.8% | $2,737-78.4% | $2,757-78.6% |
| Participant deferral / active EE | $1,426 | $2,928-51.3% | $4,004-64.4% | $4,300-66.8% |
| Admin fee / account holder | $466 | $3,695-87.4% | $3,994-88.3% | $6,925-93.3% |