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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 | $3,688 | $99,053-96.3% | $88,179-95.8% | $138,895-97.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.1%+14.2pp | 79.9%+3.4pp |
| Annual return | 25.50% | 78.17%-52.7pp | 64.97%-39.5pp | 145.39%-119.9pp |
| Employer contribution / active EE | $587 | $2,882-79.6% | $2,549-77.0% | $4,194-86.0% |
| Participant deferral / active EE | $1,456 | $5,225-72.1% | $4,614-68.4% | $6,396-77.2% |
| Admin fee / account holder | $475 | $8,748-94.6% | $7,673-93.8% | $12,562-96.2% |