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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 | $5,073 | $54,558-90.7% | $76,002-93.3% | $74,546-93.2% |
| Participation rate | 94.4% | 60.3%+34.1pp | 69.1%+25.4pp | 67.2%+27.2pp |
| Annual return | 15.09% | 31.83%-16.7pp | 360.07%-345.0pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $1,015 | $1,778-42.9% | $2,688-62.2% | $2,624-61.3% |
| Participant deferral / active EE | $2,155 | $3,065-29.7% | $4,257-49.4% | $4,347-50.4% |
| Admin fee / account holder | $662 | $2,232-70.3% | $6,414-89.7% | $1,944-65.9% |