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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 | $5,865 | $76,407-92.3% | $150,298-96.1% | $82,448-92.9% |
| Participation rate | 85.4% | 66.4%+19.0pp | 77.8%+7.6pp | 68.1%+17.3pp |
| Annual return | 19.12% | 39.99%-20.9pp | 62.79%-43.7pp | 41.64%-22.5pp |
| Employer contribution / active EE | $505 | $2,614-80.7% | $4,154-87.8% | $2,551-80.2% |
| Participant deferral / active EE | $1,891 | $3,214-41.2% | $5,453-65.3% | $4,139-54.3% |
| Admin fee / account holder | $519 | $6,352-91.8% | $14,116-96.3% | $7,234-92.8% |