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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 | $4,864 | $85,060-94.3% | $70,548-93.1% | $139,456-96.5% |
| Participation rate | 90.9% | 73.9%+17.0pp | 68.3%+22.6pp | 80.3%+10.6pp |
| Annual return | 22.06% | 30.38%-8.3pp | 32.78%-10.7pp | 373.45%-351.4pp |
| Employer contribution / active EE | $1,021 | $3,911-73.9% | $2,975-65.7% | $4,753-78.5% |
| Participant deferral / active EE | $2,174 | $5,890-63.1% | $4,567-52.4% | $6,711-67.6% |
| Admin fee / account holder | $1,674 | $8,925-81.2% | $6,424-73.9% | $11,407-85.3% |