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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 | $4,775 | $55,902-91.5% | $76,030-93.7% | $80,959-94.1% |
| Participation rate | 81.8% | 62.1%+19.8pp | 69.1%+12.8pp | 67.7%+14.2pp |
| Annual return | 14.49% | 20.59%-6.1pp | 361.54%-347.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $705 | $1,867-62.2% | $2,688-73.8% | $2,757-74.4% |
| Participant deferral / active EE | $1,663 | $3,051-45.5% | $4,257-60.9% | $4,300-61.3% |
| Admin fee / account holder | $850 | $5,239-83.8% | $6,421-86.8% | $6,925-87.7% |