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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 | $58,241-90.1% | $81,780-92.9% | $80,911-92.9% |
| Participation rate | 85.5% | 63.4%+22.0pp | 72.4%+13.1pp | 67.6%+17.8pp |
| Annual return | 17.99% | 41.73%-23.7pp | 776.27%-758.3pp | 35.63%-17.6pp |
| Employer contribution / active EE | $861 | $2,343-63.2% | $2,914-70.4% | $2,756-68.7% |
| Participant deferral / active EE | $2,069 | $3,283-37.0% | $4,321-52.1% | $4,297-51.8% |
| Admin fee / account holder | $434 | $4,973-91.3% | $7,384-94.1% | $6,935-93.7% |