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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 | $5,504 | $47,479-88.4% | $62,929-91.3% | $82,448-93.3% |
| Participation rate | 78.2% | 66.9%+11.3pp | 73.1%+5.1pp | 68.1%+10.1pp |
| Annual return | 24.40% | 20.34%+4.1pp | 1063.93%-1039.5pp | 41.64%-17.2pp |
| Employer contribution / active EE | $791 | $1,885-58.0% | $2,505-68.4% | $2,551-69.0% |
| Participant deferral / active EE | $1,032 | $2,870-64.1% | $3,888-73.5% | $4,139-75.1% |
| Admin fee / account holder | $579 | $3,804-84.8% | $5,065-88.6% | $7,234-92.0% |