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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 | $8,897 | $78,690-88.7% | $161,489-94.5% | $87,485-89.8% |
| Participation rate | 97.2% | 67.5%+29.8pp | 78.7%+18.5pp | 68.9%+28.3pp |
| Annual return | 50.25% | 32.74%+17.5pp | 89.72%-39.5pp | 26.06%+24.2pp |
| Employer contribution / active EE | $628 | $2,588-75.8% | $4,268-85.3% | $2,596-75.8% |
| Participant deferral / active EE | $2,379 | $3,311-28.2% | $5,630-57.8% | $4,274-44.3% |
| Admin fee / account holder | $388 | $6,724-94.2% | $16,006-97.6% | $7,775-95.0% |