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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 | $3,226 | $55,930-94.2% | $76,089-95.8% | $80,925-96.0% |
| Participation rate | 83.9% | 62.1%+21.8pp | 69.1%+14.8pp | 67.7%+16.2pp |
| Annual return | 22.42% | 20.58%+1.8pp | 360.94%-338.5pp | 35.65%-13.2pp |
| Employer contribution / active EE | $467 | $1,866-75.0% | $2,690-82.6% | $2,756-83.1% |
| Participant deferral / active EE | $1,430 | $3,051-53.1% | $4,259-66.4% | $4,299-66.7% |
| Admin fee / account holder | $578 | $5,241-89.0% | $6,418-91.0% | $6,940-91.7% |