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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 | $5,987 | $93,345-93.6% | $119,126-95.0% | $87,485-93.2% |
| Participation rate | 96.8% | 68.7%+28.0pp | 75.8%+21.0pp | 68.9%+27.8pp |
| Annual return | 25.53% | 19.08%+6.4pp | 282.11%-256.6pp | 26.06%-0.5pp |
| Employer contribution / active EE | $1,739 | $3,172-45.2% | $4,034-56.9% | $2,596-33.0% |
| Participant deferral / active EE | $3,179 | $4,099-22.4% | $5,318-40.2% | $4,274-25.6% |
| Admin fee / account holder | $1,701 | $8,039-78.8% | $10,693-84.1% | $7,775-78.1% |