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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 | $4,052 | $154,754-97.4% | $124,206-96.7% | $138,895-97.1% |
| Participation rate | 93.3% | 75.5%+17.9pp | 69.6%+23.8pp | 79.9%+13.4pp |
| Annual return | 21.32% | 709.28%-688.0pp | 515.27%-493.9pp | 145.39%-124.1pp |
| Employer contribution / active EE | $390 | $4,446-91.2% | $3,540-89.0% | $4,194-90.7% |
| Participant deferral / active EE | $668 | $4,621-85.6% | $3,968-83.2% | $6,396-89.6% |
| Admin fee / account holder | $882 | $6,690-86.8% | $5,929-85.1% | $12,562-93.0% |