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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 | $3,678 | $103,000-96.4% | $90,300-95.9% | $152,885-97.6% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.5%-4.7pp |
| Annual return | 26.94% | 95.19%-68.3pp | 78.11%-51.2pp | 345.39%-318.4pp |
| Employer contribution / active EE | $587 | $3,138-81.3% | $2,854-79.4% | $4,763-87.7% |
| Participant deferral / active EE | $1,040 | $4,281-75.7% | $3,884-73.2% | $5,851-82.2% |
| Admin fee / account holder | $452 | $6,173-92.7% | $5,353-91.5% | $11,598-96.1% |