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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 | $48,011-89.5% | $63,803-92.1% | $82,637-93.9% |
| Participation rate | 78.6% | 66.6%+12.0pp | 72.7%+5.9pp | 68.1%+10.5pp |
| Annual return | 15.20% | 19.84%-4.6pp | 543.72%-528.5pp | 53.51%-38.3pp |
| Employer contribution / active EE | $673 | $1,904-64.6% | $2,532-73.4% | $2,552-73.6% |
| Participant deferral / active EE | $1,799 | $2,846-36.8% | $3,843-53.2% | $4,126-56.4% |
| Admin fee / account holder | $2,681 | $3,873-30.8% | $5,196-48.4% | $7,339-63.5% |