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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 | $11,395 | $49,177-76.8% | $79,467-85.7% | $64,173-82.2% |
| Participation rate | 85.2% | 65.0%+20.2pp | 73.3%+11.8pp | 69.6%+15.6pp |
| Annual return | 5.29% | -1.16%+6.5pp | 718.30%-713.0pp | 7.63%-2.3pp |
| Employer contribution / active EE | $378 | $2,076-81.8% | $2,800-86.5% | $2,381-84.1% |
| Participant deferral / active EE | $1,107 | $2,821-60.8% | $3,704-70.1% | $3,470-68.1% |
| Admin fee / account holder | $504 | $3,839-86.9% | $5,104-90.1% | $4,887-89.7% |