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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 | $8,517 | $83,337-89.8% | $67,834-87.4% | $273,972-96.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 5.90% | 259.45%-253.5pp | 138.47%-132.6pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,427 | $3,287-56.6% | $2,403-40.6% | $4,869-70.7% |
| Participant deferral / active EE | $1,563 | $4,088-61.8% | $3,160-50.5% | $5,287-70.4% |
| Admin fee / account holder | $563 | $6,752-91.7% | $4,622-87.8% | $10,133-94.4% |