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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 | $2,449 | $58,275-95.8% | $81,844-97.0% | $80,935-97.0% |
| Participation rate | 91.8% | 63.5%+28.4pp | 72.4%+19.5pp | 67.7%+24.2pp |
| Annual return | 14.41% | 41.82%-27.4pp | 778.87%-764.5pp | 35.66%-21.2pp |
| Employer contribution / active EE | $344 | $2,346-85.3% | $2,916-88.2% | $2,757-87.5% |
| Participant deferral / active EE | $1,170 | $3,285-64.4% | $4,323-72.9% | $4,299-72.8% |
| Admin fee / account holder | $491 | $4,749-89.7% | $7,355-93.3% | $6,924-92.9% |