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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 | $7,462 | $60,128-87.6% | $90,440-91.7% | $79,852-90.7% |
| Participation rate | 87.1% | 65.0%+22.1pp | 72.7%+14.4pp | 69.6%+17.5pp |
| Annual return | 26.29% | 71.95%-45.7pp | 1294.38%-1268.1pp | 31.72%-5.4pp |
| Employer contribution / active EE | $439 | $2,068-78.8% | $3,263-86.5% | $2,471-82.2% |
| Participant deferral / active EE | $2,244 | $2,939-23.6% | $3,964-43.4% | $3,740-40.0% |
| Admin fee / account holder | $455 | $3,977-88.6% | $5,615-91.9% | $5,306-91.4% |