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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 | $4,678 | $76,407-93.9% | $150,298-96.9% | $82,448-94.3% |
| Participation rate | 77.8% | 66.4%+11.4pp | 77.8%0pp | 68.1%+9.7pp |
| Annual return | 24.38% | 39.99%-15.6pp | 62.79%-38.4pp | 41.64%-17.3pp |
| Employer contribution / active EE | $606 | $2,614-76.8% | $4,154-85.4% | $2,551-76.2% |
| Participant deferral / active EE | $2,517 | $3,214-21.7% | $5,453-53.8% | $4,139-39.2% |
| Admin fee / account holder | $1,302 | $6,352-79.5% | $14,116-90.8% | $7,234-82.0% |