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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 | $5,409 | $55,889-90.3% | $76,119-92.9% | $80,935-93.3% |
| Participation rate | 80.8% | 62.1%+18.7pp | 69.1%+11.7pp | 67.7%+13.1pp |
| Annual return | 16.93% | 20.58%-3.7pp | 361.25%-344.3pp | 35.66%-18.7pp |
| Employer contribution / active EE | $919 | $1,866-50.8% | $2,693-65.9% | $2,757-66.7% |
| Participant deferral / active EE | $1,382 | $3,051-54.7% | $4,259-67.6% | $4,299-67.9% |
| Admin fee / account holder | $1,147 | $5,241-78.1% | $6,421-82.1% | $6,924-83.4% |