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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 | $5,764 | $77,901-92.6% | $149,717-96.1% | $75,181-92.3% |
| Participation rate | 82.8% | 65.6%+17.2pp | 78.8%+4.0pp | 67.2%+15.6pp |
| Annual return | 25.30% | 31.73%-6.4pp | 134.41%-109.1pp | 160.69%-135.4pp |
| Employer contribution / active EE | $1,262 | $3,137-59.8% | $4,820-73.8% | $2,671-52.8% |
| Participant deferral / active EE | $1,752 | $3,411-48.6% | $5,682-69.2% | $4,126-57.5% |
| Admin fee / account holder | $1,213 | $5,949-79.6% | $13,213-90.8% | $5,650-78.5% |