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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 | $5,687 | $55,889-89.8% | $76,119-92.5% | $80,935-93.0% |
| Participation rate | 79.3% | 62.1%+17.2pp | 69.1%+10.2pp | 67.7%+11.6pp |
| Annual return | 16.07% | 20.58%-4.5pp | 361.25%-345.2pp | 35.66%-19.6pp |
| Employer contribution / active EE | $739 | $1,866-60.4% | $2,693-72.6% | $2,757-73.2% |
| Participant deferral / active EE | $2,112 | $3,051-30.8% | $4,259-50.4% | $4,299-50.9% |
| Admin fee / account holder | $1,064 | $5,241-79.7% | $6,421-83.4% | $6,924-84.6% |