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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 | $11,566 | $77,638-85.1% | $156,551-92.6% | $62,881-81.6% |
| Participation rate | 96.3% | 71.2%+25.1pp | 84.0%+12.2pp | 69.3%+26.9pp |
| Annual return | 13.01% | 50.33%-37.3pp | 32.23%-19.2pp | 20.14%-7.1pp |
| Employer contribution / active EE | $520 | $3,444-84.9% | $5,501-90.5% | $2,281-77.2% |
| Participant deferral / active EE | $882 | $3,046-71.0% | $4,871-81.9% | $3,203-72.5% |
| Admin fee / account holder | $326 | $5,561-94.1% | $13,028-97.5% | $4,296-92.4% |