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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 | $4,623 | $77,638-94.0% | $156,551-97.0% | $62,881-92.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.02% | 50.33%-45.3pp | 32.23%-27.2pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,258 | $3,444-63.5% | $5,501-77.1% | $2,281-44.8% |
| Participant deferral / active EE | $883 | $3,046-71.0% | $4,871-81.9% | $3,203-72.4% |
| Admin fee / account holder | $1,145 | $5,561-79.4% | $13,028-91.2% | $4,296-73.3% |