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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 | $5,730 | $76,407-92.5% | $150,298-96.2% | $82,448-93.0% |
| Participation rate | 94.7% | 66.4%+28.3pp | 77.8%+17.0pp | 68.1%+26.7pp |
| Annual return | 37.32% | 39.99%-2.7pp | 62.79%-25.5pp | 41.64%-4.3pp |
| Employer contribution / active EE | $1,295 | $2,614-50.5% | $4,154-68.8% | $2,551-49.2% |
| Participant deferral / active EE | $2,768 | $3,214-13.9% | $5,453-49.2% | $4,139-33.1% |
| Admin fee / account holder | $653 | $6,352-89.7% | $14,116-95.4% | $7,234-91.0% |