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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 | $7,206 | $77,416-90.7% | $69,464-89.6% | $152,897-95.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 34.17% | 39.08%-4.9pp | 28.98%+5.2pp | 345.43%-311.3pp |
| Employer contribution / active EE | $2,003 | $3,315-39.6% | $2,779-27.9% | $4,764-57.9% |
| Participant deferral / active EE | $3,490 | $4,413-20.9% | $3,536-1.3% | $5,851-40.3% |
| Admin fee / account holder | $649 | $6,208-89.5% | $3,840-83.1% | $11,599-94.4% |