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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 | $5,559 | $74,661-92.6% | $160,784-96.5% | $67,986-91.8% |
| Participation rate | 89.5% | 57.1%+32.4pp | 77.0%+12.6pp | 57.2%+32.3pp |
| Annual return | 22.41% | 28.83%-6.4pp | 1803.92%-1781.5pp | 31.67%-9.3pp |
| Employer contribution / active EE | $1,266 | $1,829-30.8% | $3,733-66.1% | $2,019-37.3% |
| Participant deferral / active EE | $2,153 | $3,681-41.5% | $6,293-65.8% | $3,358-35.9% |
| Admin fee / account holder | $729 | $3,959-81.6% | $9,717-92.5% | $3,203-77.2% |