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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 | $4,778 | $55,902-91.5% | $76,030-93.7% | $80,959-94.1% |
| Participation rate | 91.7% | 62.1%+29.6pp | 69.1%+22.6pp | 67.7%+24.0pp |
| Annual return | 16.33% | 20.59%-4.3pp | 361.54%-345.2pp | 35.67%-19.3pp |
| Employer contribution / active EE | $671 | $1,867-64.0% | $2,688-75.0% | $2,757-75.7% |
| Participant deferral / active EE | $2,502 | $3,051-18.0% | $4,257-41.2% | $4,300-41.8% |
| Admin fee / account holder | $633 | $5,239-87.9% | $6,421-90.1% | $6,925-90.9% |