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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 | $3,219 | $102,938-96.9% | $94,105-96.6% | $138,895-97.7% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 26.76% | 250.28%-223.5pp | 204.55%-177.8pp | 145.39%-118.6pp |
| Employer contribution / active EE | $558 | $2,732-79.6% | $2,504-77.7% | $4,194-86.7% |
| Participant deferral / active EE | $637 | $4,196-84.8% | $3,881-83.6% | $6,396-90.0% |
| Admin fee / account holder | $915 | $6,600-86.1% | $6,199-85.2% | $12,562-92.7% |