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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 | $5,559 | $100,147-94.4% | $81,286-93.2% | $145,877-96.2% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 13.84% | 34.44%-20.6pp | 24.80%-11.0pp | 551.28%-537.4pp |
| Employer contribution / active EE | $1,020 | $2,977-65.7% | $2,463-58.6% | $4,663-78.1% |
| Participant deferral / active EE | $1,794 | $4,607-61.1% | $3,883-53.8% | $6,691-73.2% |
| Admin fee / account holder | $771 | $8,201-90.6% | $5,764-86.6% | $13,402-94.2% |