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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 | $6,365 | $47,479-86.6% | $62,929-89.9% | $82,448-92.3% |
| Participation rate | 92.9% | 66.9%+26.0pp | 73.1%+19.7pp | 68.1%+24.8pp |
| Annual return | 20.46% | 20.34%+0.1pp | 1063.93%-1043.5pp | 41.64%-21.2pp |
| Employer contribution / active EE | $829 | $1,885-56.0% | $2,505-66.9% | $2,551-67.5% |
| Participant deferral / active EE | $1,358 | $2,870-52.7% | $3,888-65.1% | $4,139-67.2% |
| Admin fee / account holder | $357 | $3,804-90.6% | $5,065-92.9% | $7,234-95.1% |