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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 | $4,728 | $55,889-91.5% | $76,119-93.8% | $80,935-94.2% |
| Participation rate | 82.5% | 62.1%+20.4pp | 69.1%+13.4pp | 67.7%+14.8pp |
| Annual return | 10.34% | 20.58%-10.2pp | 361.25%-350.9pp | 35.66%-25.3pp |
| Employer contribution / active EE | $1,106 | $1,866-40.7% | $2,693-58.9% | $2,757-59.9% |
| Participant deferral / active EE | $2,579 | $3,051-15.5% | $4,259-39.5% | $4,299-40.0% |
| Admin fee / account holder | $508 | $5,241-90.3% | $6,421-92.1% | $6,924-92.7% |