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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 | $3,738 | $55,902-93.3% | $76,030-95.1% | $80,959-95.4% |
| Participation rate | 74.4% | 62.1%+12.4pp | 69.1%+5.4pp | 67.7%+6.8pp |
| Annual return | 15.22% | 20.59%-5.4pp | 361.54%-346.3pp | 35.67%-20.4pp |
| Employer contribution / active EE | $596 | $1,867-68.1% | $2,688-77.8% | $2,757-78.4% |
| Participant deferral / active EE | $1,415 | $3,051-53.6% | $4,257-66.8% | $4,300-67.1% |
| Admin fee / account holder | $949 | $5,239-81.9% | $6,421-85.2% | $6,925-86.3% |