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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 | $54,679-90.7% | $76,119-93.3% | $74,459-93.2% |
| Participation rate | 94.4% | 60.3%+34.1pp | 69.1%+25.4pp | 67.2%+27.2pp |
| Annual return | 15.09% | 31.90%-16.8pp | 361.25%-346.2pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $1,015 | $1,781-43.0% | $2,693-62.3% | $2,626-61.3% |
| Participant deferral / active EE | $2,155 | $3,072-29.9% | $4,259-49.4% | $4,350-50.5% |
| Admin fee / account holder | $662 | $2,238-70.4% | $6,421-89.7% | $1,945-66.0% |