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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 | $4,826 | $152,592-96.8% | $125,180-96.1% | $152,885-96.8% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.5%-2.5pp |
| Annual return | 21.07% | 54.84%-33.8pp | 43.79%-22.7pp | 345.39%-324.3pp |
| Employer contribution / active EE | $1,016 | $4,947-79.5% | $3,866-73.7% | $4,763-78.7% |
| Participant deferral / active EE | $1,778 | $5,868-69.7% | $4,937-64.0% | $5,851-69.6% |
| Admin fee / account holder | $350 | $13,435-97.4% | $9,703-96.4% | $11,598-97.0% |