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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 | $3,951 | $90,691-95.6% | $76,119-94.8% | $145,884-97.3% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.1%+14.3pp | 80.3%+3.0pp |
| Annual return | 12.55% | 624.52%-612.0pp | 361.25%-348.7pp | 551.85%-539.3pp |
| Employer contribution / active EE | $1,296 | $3,329-61.1% | $2,693-51.9% | $4,662-72.2% |
| Participant deferral / active EE | $1,368 | $5,167-73.5% | $4,259-67.9% | $6,690-79.5% |
| Admin fee / account holder | $565 | $8,383-93.3% | $6,421-91.2% | $13,392-95.8% |