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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 | $8,099 | $59,448-86.4% | $93,696-91.4% | $74,459-89.1% |
| Participation rate | 89.1% | 59.6%+29.5pp | 68.7%+20.4pp | 67.2%+21.9pp |
| Annual return | 15.55% | 82.11%-66.6pp | 133.74%-118.2pp | 1369.70%-1354.1pp |
| Employer contribution / active EE | $809 | $1,266-36.1% | $2,422-66.6% | $2,626-69.2% |
| Participant deferral / active EE | $1,606 | $3,052-47.4% | $4,417-63.6% | $4,350-63.1% |
| Admin fee / account holder | $549 | $3,027-81.8% | $8,287-93.4% | $1,945-71.7% |