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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 | $7,663 | $56,116-86.3% | $135,768-94.4% | $86,983-91.2% |
| Participation rate | 75.4% | 60.1%+15.3pp | 71.1%+4.3pp | 69.5%+5.9pp |
| Annual return | 15.96% | 125.33%-109.4pp | 526.10%-510.1pp | 25.83%-9.9pp |
| Employer contribution / active EE | $720 | $1,528-52.9% | $3,394-78.8% | $2,584-72.1% |
| Participant deferral / active EE | $1,168 | $2,690-56.6% | $3,977-70.6% | $4,194-72.1% |
| Admin fee / account holder | $2,402 | $4,314-44.3% | $7,048-65.9% | $7,856-69.4% |