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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 | $5,713 | $55,902-89.8% | $76,030-92.5% | $80,959-92.9% |
| Participation rate | 75.6% | 62.1%+13.6pp | 69.1%+6.6pp | 67.7%+8.0pp |
| Annual return | 14.45% | 20.59%-6.1pp | 361.54%-347.1pp | 35.67%-21.2pp |
| Employer contribution / active EE | $526 | $1,867-71.8% | $2,688-80.4% | $2,757-80.9% |
| Participant deferral / active EE | $2,563 | $3,051-16.0% | $4,257-39.8% | $4,300-40.4% |
| Admin fee / account holder | $1,213 | $5,239-76.9% | $6,421-81.1% | $6,925-82.5% |