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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 | $57,073-86.1% | $85,126-90.7% | $80,925-90.2% |
| Participation rate | 88.1% | 56.4%+31.7pp | 67.5%+20.6pp | 67.7%+20.4pp |
| Annual return | 232.39% | 21.69%+210.7pp | 66.63%+165.8pp | 35.65%+196.7pp |
| Employer contribution / active EE | $801 | $1,801-55.5% | $2,731-70.7% | $2,756-71.0% |
| Participant deferral / active EE | $1,423 | $3,113-54.3% | $4,523-68.5% | $4,299-66.9% |
| Admin fee / account holder | $482 | $4,988-90.3% | $6,160-92.2% | $6,940-93.1% |