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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 | $2,704 | $103,000-97.4% | $90,300-97.0% | $152,885-98.2% |
| Participation rate | 93.8% | 75.9%+17.9pp | 73.3%+20.5pp | 82.5%+11.3pp |
| Annual return | 22.10% | 95.19%-73.1pp | 78.11%-56.0pp | 345.39%-323.3pp |
| Employer contribution / active EE | $502 | $3,138-84.0% | $2,854-82.4% | $4,763-89.5% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $529 | $6,173-91.4% | $5,353-90.1% | $11,598-95.4% |