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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 | $5,766 | $58,258-90.1% | $81,820-93.0% | $80,925-92.9% |
| Participation rate | 85.5% | 63.5%+22.0pp | 72.4%+13.1pp | 67.7%+17.8pp |
| Annual return | 17.99% | 41.76%-23.8pp | 777.93%-759.9pp | 35.65%-17.7pp |
| Employer contribution / active EE | $861 | $2,345-63.3% | $2,915-70.5% | $2,756-68.8% |
| Participant deferral / active EE | $2,069 | $3,284-37.0% | $4,323-52.1% | $4,299-51.9% |
| Admin fee / account holder | $434 | $4,976-91.3% | $7,391-94.1% | $6,940-93.7% |