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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 | $7,911 | $57,057-86.1% | $85,009-90.7% | $80,874-90.2% |
| Participation rate | 88.1% | 56.4%+31.7pp | 67.5%+20.6pp | 67.6%+20.4pp |
| Annual return | 232.39% | 21.66%+210.7pp | 66.47%+165.9pp | 35.62%+196.8pp |
| Employer contribution / active EE | $801 | $1,799-55.5% | $2,728-70.7% | $2,756-70.9% |
| Participant deferral / active EE | $1,423 | $3,112-54.3% | $4,522-68.5% | $4,297-66.9% |
| Admin fee / account holder | $482 | $4,986-90.3% | $6,153-92.2% | $6,935-93.1% |