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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 | $4,728 | $77,901-93.9% | $149,717-96.8% | $75,181-93.7% |
| Participation rate | 84.8% | 65.6%+19.3pp | 78.8%+6.1pp | 67.2%+17.7pp |
| Annual return | 84.98% | 31.73%+53.3pp | 134.41%-49.4pp | 160.69%-75.7pp |
| Employer contribution / active EE | $937 | $3,137-70.1% | $4,820-80.6% | $2,671-64.9% |
| Participant deferral / active EE | $3,291 | $3,411-3.5% | $5,682-42.1% | $4,126-20.2% |
| Admin fee / account holder | $448 | $5,949-92.5% | $13,213-96.6% | $5,650-92.1% |