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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 | $3,148 | $55,889-94.4% | $76,119-95.9% | $80,935-96.1% |
| Participation rate | 89.5% | 62.1%+27.4pp | 69.1%+20.4pp | 67.7%+21.8pp |
| Annual return | 12.27% | 20.58%-8.3pp | 361.25%-349.0pp | 35.66%-23.4pp |
| Employer contribution / active EE | $467 | $1,866-75.0% | $2,693-82.6% | $2,757-83.1% |
| Participant deferral / active EE | $1,402 | $3,051-54.1% | $4,259-67.1% | $4,299-67.4% |
| Admin fee / account holder | $619 | $5,241-88.2% | $6,421-90.4% | $6,924-91.1% |