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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 | $4,721 | $55,889-91.6% | $76,119-93.8% | $80,935-94.2% |
| Participation rate | 75.0% | 62.1%+12.9pp | 69.1%+5.9pp | 67.7%+7.3pp |
| Annual return | 17.13% | 20.58%-3.5pp | 361.25%-344.1pp | 35.66%-18.5pp |
| Employer contribution / active EE | $1,001 | $1,866-46.3% | $2,693-62.8% | $2,757-63.7% |
| Participant deferral / active EE | $2,573 | $3,051-15.7% | $4,259-39.6% | $4,299-40.2% |
| Admin fee / account holder | $2,493 | $5,241-52.4% | $6,421-61.2% | $6,924-64.0% |