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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 | $4,787 | $117,895-95.9% | $102,460-95.3% | $145,897-96.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.49% | 31.92%-22.4pp | 29.47%-20.0pp | 552.29%-542.8pp |
| Employer contribution / active EE | $1,601 | $3,619-55.8% | $3,025-47.1% | $4,663-65.7% |
| Participant deferral / active EE | $3,973 | $5,736-30.7% | $5,056-21.4% | $6,689-40.6% |
| Admin fee / account holder | $1,025 | $13,353-92.3% | $9,460-89.2% | $13,390-92.3% |