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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 | $3,686 | $48,267-92.4% | $68,808-94.6% | $68,486-94.6% |
| Participation rate | 88.0% | 60.7%+27.3pp | 69.0%+19.0pp | 67.9%+20.1pp |
| Annual return | 981.72% | -12.70%+994.4pp | -6.37%+988.1pp | -7.85%+989.6pp |
| Employer contribution / active EE | $872 | $1,829-52.3% | $2,656-67.2% | $2,597-66.4% |
| Participant deferral / active EE | $1,661 | $2,867-42.1% | $3,942-57.9% | $4,028-58.8% |
| Admin fee / account holder | $353 | $4,362-91.9% | $4,936-92.9% | $5,404-93.5% |