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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 | $6,422 | $58,311-89.0% | $81,882-92.2% | $80,959-92.1% |
| Participation rate | 76.5% | 63.5%+13.0pp | 72.4%+4.1pp | 67.7%+8.8pp |
| Annual return | 13.27% | 41.85%-28.6pp | 779.47%-766.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $703 | $2,347-70.0% | $2,916-75.9% | $2,757-74.5% |
| Participant deferral / active EE | $2,505 | $3,287-23.8% | $4,323-42.1% | $4,300-41.8% |
| Admin fee / account holder | $332 | $4,752-93.0% | $7,360-95.5% | $6,925-95.2% |