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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 | $5,611 | $97,751-94.3% | $103,447-94.6% | $145,877-96.2% |
| Participation rate | 95.0% | 81.1%+13.9pp | 80.5%+14.5pp | 80.3%+14.7pp |
| Annual return | 13.84% | 25.43%-11.6pp | 23.92%-10.1pp | 551.28%-537.4pp |
| Employer contribution / active EE | $1,206 | $4,684-74.3% | $4,678-74.2% | $4,663-74.1% |
| Participant deferral / active EE | $2,089 | $6,603-68.4% | $6,624-68.5% | $6,691-68.8% |
| Admin fee / account holder | $419 | $12,515-96.7% | $9,415-95.6% | $13,402-96.9% |