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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 | $3,596 | $47,479-92.4% | $62,929-94.3% | $82,448-95.6% |
| Participation rate | 82.0% | 66.9%+15.1pp | 73.1%+8.9pp | 68.1%+13.9pp |
| Annual return | 22.76% | 20.34%+2.4pp | 1063.93%-1041.2pp | 41.64%-18.9pp |
| Employer contribution / active EE | $642 | $1,885-66.0% | $2,505-74.4% | $2,551-74.8% |
| Participant deferral / active EE | $861 | $2,870-70.0% | $3,888-77.9% | $4,139-79.2% |
| Admin fee / account holder | $499 | $3,804-86.9% | $5,065-90.1% | $7,234-93.1% |