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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 | $6,454 | $55,902-88.5% | $76,030-91.5% | $80,959-92.0% |
| Participation rate | 93.6% | 62.1%+31.6pp | 69.1%+24.6pp | 67.7%+25.9pp |
| Annual return | 40.16% | 20.59%+19.6pp | 361.54%-321.4pp | 35.67%+4.5pp |
| Employer contribution / active EE | $1,167 | $1,867-37.5% | $2,688-56.6% | $2,757-57.7% |
| Participant deferral / active EE | $2,956 | $3,051-3.1% | $4,257-30.6% | $4,300-31.3% |
| Admin fee / account holder | $2,018 | $5,239-61.5% | $6,421-68.6% | $6,925-70.9% |