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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 | $7,412 | $103,000-92.8% | $90,300-91.8% | $152,885-95.2% |
| Participation rate | 73.9% | 75.9%-2.0pp | 73.3%+0.6pp | 82.5%-8.5pp |
| Annual return | 36.40% | 95.19%-58.8pp | 78.11%-41.7pp | 345.39%-309.0pp |
| Employer contribution / active EE | $1,389 | $3,138-55.8% | $2,854-51.3% | $4,763-70.8% |
| Participant deferral / active EE | $2,556 | $4,281-40.3% | $3,884-34.2% | $5,851-56.3% |
| Admin fee / account holder | $599 | $6,173-90.3% | $5,353-88.8% | $11,598-94.8% |