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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 | $970 | $30,421-96.8% | $56,077-98.3% | $74,429-98.7% |
| Participation rate | 74.9% | 32.9%+42.0pp | 52.5%+22.4pp | 67.2%+7.7pp |
| Annual return | 26.92% | 24.94%+2.0pp | 1709.28%-1682.4pp | 1368.38%-1341.5pp |
| Employer contribution / active EE | $225 | $610-63.2% | $1,040-78.4% | $2,625-91.4% |
| Participant deferral / active EE | $761 | $1,175-35.2% | $1,954-61.0% | $4,348-82.5% |
| Admin fee / account holder | $308 | $2,363-87.0% | $2,825-89.1% | $1,944-84.2% |