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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 | $5,019 | $47,479-89.4% | $62,929-92.0% | $82,448-93.9% |
| Participation rate | 78.6% | 66.9%+11.7pp | 73.1%+5.5pp | 68.1%+10.5pp |
| Annual return | 15.20% | 20.34%-5.1pp | 1063.93%-1048.7pp | 41.64%-26.4pp |
| Employer contribution / active EE | $673 | $1,885-64.3% | $2,505-73.1% | $2,551-73.6% |
| Participant deferral / active EE | $1,799 | $2,870-37.3% | $3,888-53.7% | $4,139-56.5% |
| Admin fee / account holder | $2,681 | $3,804-29.5% | $5,065-47.1% | $7,234-62.9% |