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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 | $8,170 | $55,446-85.3% | $155,574-94.7% | $74,429-89.0% |
| Participation rate | 78.4% | 61.9%+16.5pp | 78.2%+0.2pp | 67.2%+11.2pp |
| Annual return | 18.11% | 269.20%-251.1pp | 64.87%-46.8pp | 1368.38%-1350.3pp |
| Employer contribution / active EE | $1,279 | $2,266-43.6% | $4,676-72.7% | $2,625-51.3% |
| Participant deferral / active EE | $2,513 | $2,836-11.4% | $5,629-55.4% | $4,348-42.2% |
| Admin fee / account holder | $419 | $1,743-75.9% | $15,914-97.4% | $1,944-78.4% |