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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 | $5,869 | $58,311-89.9% | $81,882-92.8% | $80,959-92.8% |
| Participation rate | 88.6% | 63.5%+25.2pp | 72.4%+16.2pp | 67.7%+21.0pp |
| Annual return | 18.41% | 41.85%-23.4pp | 779.47%-761.1pp | 35.67%-17.3pp |
| Employer contribution / active EE | $2,230 | $2,347-5.0% | $2,916-23.5% | $2,757-19.1% |
| Participant deferral / active EE | $2,743 | $3,287-16.5% | $4,323-36.5% | $4,300-36.2% |
| Admin fee / account holder | $1,118 | $4,752-76.5% | $7,360-84.8% | $6,925-83.9% |