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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 | $2,505 | $90,691-97.2% | $76,119-96.7% | $145,884-98.3% |
| Participation rate | 91.3% | 74.5%+16.8pp | 69.1%+22.2pp | 80.3%+11.0pp |
| Annual return | 8.77% | 624.52%-615.8pp | 361.25%-352.5pp | 551.85%-543.1pp |
| Employer contribution / active EE | $623 | $3,329-81.3% | $2,693-76.9% | $4,662-86.6% |
| Participant deferral / active EE | $1,988 | $5,167-61.5% | $4,259-53.3% | $6,690-70.3% |
| Admin fee / account holder | $1,154 | $8,383-86.2% | $6,421-82.0% | $13,392-91.4% |