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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 | $9,548 | $78,690-87.9% | $161,489-94.1% | $87,485-89.1% |
| Participation rate | 80.6% | 67.5%+13.1pp | 78.7%+1.9pp | 68.9%+11.6pp |
| Annual return | 17.48% | 32.74%-15.3pp | 89.72%-72.2pp | 26.06%-8.6pp |
| Employer contribution / active EE | $471 | $2,588-81.8% | $4,268-89.0% | $2,596-81.8% |
| Participant deferral / active EE | $1,673 | $3,311-49.5% | $5,630-70.3% | $4,274-60.8% |
| Admin fee / account holder | $700 | $6,724-89.6% | $16,006-95.6% | $7,775-91.0% |