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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 | $4,662 | $86,298-94.6% | $111,308-95.8% | $85,847-94.6% |
| Participation rate | 75.9% | 73.3%+2.5pp | 77.3%-1.5pp | 69.3%+6.5pp |
| Annual return | 20.85% | 19.99%+0.9pp | 54.67%-33.8pp | 318.61%-297.8pp |
| Employer contribution / active EE | $1,578 | $2,044-22.8% | $2,732-42.2% | $2,565-38.5% |
| Participant deferral / active EE | $2,609 | $3,641-28.3% | $4,487-41.9% | $3,952-34.0% |
| Admin fee / account holder | $931 | $8,189-88.6% | $7,965-88.3% | $6,261-85.1% |