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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 | $3,955 | $47,479-91.7% | $62,929-93.7% | $82,448-95.2% |
| Participation rate | 90.0% | 66.9%+23.1pp | 73.1%+16.9pp | 68.1%+21.9pp |
| Annual return | 23.98% | 20.34%+3.6pp | 1063.93%-1039.9pp | 41.64%-17.7pp |
| Employer contribution / active EE | $553 | $1,885-70.7% | $2,505-77.9% | $2,551-78.3% |
| Participant deferral / active EE | $938 | $2,870-67.3% | $3,888-75.9% | $4,139-77.4% |
| Admin fee / account holder | $613 | $3,804-83.9% | $5,065-87.9% | $7,234-91.5% |