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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 | $3,426 | $90,486-96.2% | $78,676-95.6% | $273,972-98.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.93% | 75.62%-66.7pp | 62.19%-53.3pp | 41.46%-32.5pp |
| Employer contribution / active EE | $121 | $3,175-96.2% | $2,850-95.8% | $4,869-97.5% |
| Participant deferral / active EE | $1,944 | $3,901-50.2% | $3,517-44.7% | $5,287-63.2% |
| Admin fee / account holder | $4,073 | $5,263-22.6% | $4,510-9.7% | $10,133-59.8% |