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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 | $5,021 | $61,125-91.8% | $94,057-94.7% | $87,485-94.3% |
| Participation rate | 85.7% | 64.1%+21.6pp | 73.3%+12.4pp | 68.9%+16.8pp |
| Annual return | 22.68% | 35.20%-12.5pp | 480.62%-457.9pp | 26.06%-3.4pp |
| Employer contribution / active EE | $862 | $2,136-59.7% | $2,933-70.6% | $2,596-66.8% |
| Participant deferral / active EE | $1,152 | $3,260-64.7% | $4,709-75.5% | $4,274-73.0% |
| Admin fee / account holder | $689 | $5,629-87.8% | $7,244-90.5% | $7,775-91.1% |