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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 | $5,822 | $55,889-89.6% | $76,119-92.4% | $80,935-92.8% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 14.02% | 20.58%-6.6pp | 361.25%-347.2pp | 35.66%-21.6pp |
| Employer contribution / active EE | $1,404 | $1,866-24.8% | $2,693-47.9% | $2,757-49.1% |
| Participant deferral / active EE | $2,417 | $3,051-20.8% | $4,259-43.3% | $4,299-43.8% |
| Admin fee / account holder | $831 | $5,241-84.1% | $6,421-87.1% | $6,924-88.0% |