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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 | $6,079 | $58,258-89.6% | $81,820-92.6% | $80,925-92.5% |
| Participation rate | 93.9% | 63.5%+30.5pp | 72.4%+21.6pp | 67.7%+26.3pp |
| Annual return | 12.11% | 41.76%-29.7pp | 777.93%-765.8pp | 35.65%-23.5pp |
| Employer contribution / active EE | $1,348 | $2,345-42.5% | $2,915-53.8% | $2,756-51.1% |
| Participant deferral / active EE | $1,830 | $3,284-44.3% | $4,323-57.7% | $4,299-57.4% |
| Admin fee / account holder | $828 | $4,976-83.4% | $7,391-88.8% | $6,940-88.1% |