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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 | $6,013 | $118,877-94.9% | $96,570-93.8% | $167,536-96.4% |
| Participation rate | 91.7% | 75.5%+16.2pp | 69.8%+21.8pp | 82.1%+9.6pp |
| Annual return | 16.68% | 50.50%-33.8pp | 37.79%-21.1pp | 478.82%-462.1pp |
| Employer contribution / active EE | $954 | $3,121-69.4% | $2,357-59.5% | $4,839-80.3% |
| Participant deferral / active EE | $2,708 | $4,617-41.4% | $3,849-29.7% | $6,342-57.3% |
| Admin fee / account holder | $385 | $8,069-95.2% | $6,182-93.8% | $12,315-96.9% |