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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 | $6,801 | $55,437-87.7% | $155,534-95.6% | $74,459-90.9% |
| Participation rate | 73.8% | 61.9%+11.9pp | 78.2%-4.4pp | 67.2%+6.6pp |
| Annual return | 37.37% | 269.58%-232.2pp | 64.92%-27.6pp | 1369.70%-1332.3pp |
| Employer contribution / active EE | $742 | $2,266-67.2% | $4,675-84.1% | $2,626-71.7% |
| Participant deferral / active EE | $2,454 | $2,837-13.5% | $5,630-56.4% | $4,350-43.6% |
| Admin fee / account holder | $773 | $1,742-55.6% | $15,900-95.1% | $1,945-60.3% |