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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 | $2,576 | $111,787-97.7% | $93,681-97.3% | $145,978-98.2% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 15.43% | 203.52%-188.1pp | 133.47%-118.0pp | 550.52%-535.1pp |
| Employer contribution / active EE | $895 | $3,093-71.1% | $2,422-63.1% | $4,662-80.8% |
| Participant deferral / active EE | $1,687 | $4,918-65.7% | $4,415-61.8% | $6,690-74.8% |
| Admin fee / account holder | $683 | $10,256-93.3% | $8,290-91.8% | $13,400-94.9% |