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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 | $77,814-92.6% | $158,223-96.3% | $86,983-93.3% |
| Participation rate | 98.2% | 68.4%+29.8pp | 79.2%+19.0pp | 69.5%+28.7pp |
| Annual return | 34.85% | 30.54%+4.3pp | 52.09%-17.2pp | 25.83%+9.0pp |
| Employer contribution / active EE | $970 | $2,592-62.6% | $4,109-76.4% | $2,584-62.5% |
| Participant deferral / active EE | $1,690 | $3,270-48.3% | $5,467-69.1% | $4,194-59.7% |
| Admin fee / account holder | $501 | $5,879-91.5% | $16,047-96.9% | $7,856-93.6% |