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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 | $4,437 | $81,358-94.5% | $155,556-97.1% | $80,959-94.5% |
| Participation rate | 89.7% | 66.3%+23.5pp | 78.2%+11.5pp | 67.7%+22.1pp |
| Annual return | 60.40% | 33.39%+27.0pp | 64.84%-4.4pp | 35.67%+24.7pp |
| Employer contribution / active EE | $735 | $3,106-76.3% | $4,675-84.3% | $2,757-73.4% |
| Participant deferral / active EE | $1,312 | $3,455-62.0% | $5,631-76.7% | $4,300-69.5% |
| Admin fee / account holder | $627 | $7,994-92.2% | $15,885-96.1% | $6,925-90.9% |