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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 | $6,482 | $61,125-89.4% | $94,057-93.1% | $87,485-92.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 17.46% | 35.20%-17.7pp | 480.62%-463.2pp | 26.06%-8.6pp |
| Employer contribution / active EE | $711 | $2,136-66.7% | $2,933-75.7% | $2,596-72.6% |
| Participant deferral / active EE | $1,505 | $3,260-53.8% | $4,709-68.0% | $4,274-64.8% |
| Admin fee / account holder | $473 | $5,629-91.6% | $7,244-93.5% | $7,775-93.9% |