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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 | $4,998 | $55,930-91.1% | $76,089-93.4% | $80,925-93.8% |
| Participation rate | 93.3% | 62.1%+31.3pp | 69.1%+24.2pp | 67.7%+25.7pp |
| Annual return | 11.72% | 20.58%-8.9pp | 360.94%-349.2pp | 35.65%-23.9pp |
| Employer contribution / active EE | $706 | $1,866-62.2% | $2,690-73.8% | $2,756-74.4% |
| Participant deferral / active EE | $1,722 | $3,051-43.6% | $4,259-59.6% | $4,299-59.9% |
| Admin fee / account holder | $981 | $5,241-81.3% | $6,418-84.7% | $6,940-85.9% |