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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 | $3,786 | $44,746-91.5% | $88,179-95.7% | $64,097-94.1% |
| Participation rate | 73.5% | 39.8%+33.6pp | 69.1%+4.3pp | 55.2%+18.3pp |
| Annual return | 1226.84% | 24.70%+1202.1pp | 64.97%+1161.9pp | 34.64%+1192.2pp |
| Employer contribution / active EE | $607 | $1,078-43.7% | $2,549-76.2% | $1,891-67.9% |
| Participant deferral / active EE | $1,166 | $2,072-43.7% | $4,614-74.7% | $3,080-62.2% |
| Admin fee / account holder | $8,611 | $3,437+150.5% | $7,673+12.2% | $3,454+149.3% |