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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 | $6,488 | $60,128-89.2% | $90,440-92.8% | $79,852-91.9% |
| Participation rate | 78.6% | 65.0%+13.6pp | 72.7%+5.9pp | 69.6%+8.9pp |
| Annual return | 24.80% | 71.95%-47.1pp | 1294.38%-1269.6pp | 31.72%-6.9pp |
| Employer contribution / active EE | $1,038 | $2,068-49.8% | $3,263-68.2% | $2,471-58.0% |
| Participant deferral / active EE | $2,408 | $2,939-18.0% | $3,964-39.2% | $3,740-35.6% |
| Admin fee / account holder | $441 | $3,977-88.9% | $5,615-92.1% | $5,306-91.7% |