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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 | $4,782 | $64,729-92.6% | $112,263-95.7% | $68,490-93.0% |
| Participation rate | 87.5% | 67.2%+20.3pp | 75.1%+12.4pp | 67.9%+19.6pp |
| Annual return | 147.74% | -11.40%+159.1pp | 27.49%+120.2pp | -7.85%+155.6pp |
| Employer contribution / active EE | $1,215 | $2,746-55.8% | $3,636-66.6% | $2,597-53.2% |
| Participant deferral / active EE | $2,928 | $3,566-17.9% | $4,729-38.1% | $4,028-27.3% |
| Admin fee / account holder | $444 | $5,222-91.5% | $6,410-93.1% | $5,403-91.8% |