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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 | $5,796 | $78,690-92.6% | $161,489-96.4% | $87,485-93.4% |
| Participation rate | 98.2% | 67.5%+30.7pp | 78.7%+19.5pp | 68.9%+29.3pp |
| Annual return | 34.85% | 32.74%+2.1pp | 89.72%-54.9pp | 26.06%+8.8pp |
| Employer contribution / active EE | $970 | $2,588-62.5% | $4,268-77.3% | $2,596-62.6% |
| Participant deferral / active EE | $1,690 | $3,311-49.0% | $5,630-70.0% | $4,274-60.5% |
| Admin fee / account holder | $501 | $6,724-92.5% | $16,006-96.9% | $7,775-93.6% |