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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 | $5,898 | $55,902-89.5% | $76,030-92.2% | $80,959-92.7% |
| Participation rate | 90.2% | 62.1%+28.1pp | 69.1%+21.1pp | 67.7%+22.5pp |
| Annual return | 10.43% | 20.59%-10.2pp | 361.54%-351.1pp | 35.67%-25.2pp |
| Employer contribution / active EE | $748 | $1,867-59.9% | $2,688-72.2% | $2,757-72.9% |
| Participant deferral / active EE | $1,430 | $3,051-53.1% | $4,257-66.4% | $4,300-66.7% |
| Admin fee / account holder | $615 | $5,239-88.3% | $6,421-90.4% | $6,925-91.1% |