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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 | $5,753 | $78,690-92.7% | $161,489-96.4% | $87,485-93.4% |
| Participation rate | 84.1% | 67.5%+16.6pp | 78.7%+5.4pp | 68.9%+15.2pp |
| Annual return | 16.25% | 32.74%-16.5pp | 89.72%-73.5pp | 26.06%-9.8pp |
| Employer contribution / active EE | $891 | $2,588-65.6% | $4,268-79.1% | $2,596-65.7% |
| Participant deferral / active EE | $1,739 | $3,311-47.5% | $5,630-69.1% | $4,274-59.3% |
| Admin fee / account holder | $728 | $6,724-89.2% | $16,006-95.5% | $7,775-90.6% |