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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 | $2,318 | $52,353-95.6% | $120,225-98.1% | $82,448-97.2% |
| Participation rate | 77.8% | 58.3%+19.5pp | 69.6%+8.2pp | 68.1%+9.7pp |
| Annual return | 21.12% | 61.85%-40.7pp | 439.23%-418.1pp | 41.64%-20.5pp |
| Employer contribution / active EE | $326 | $1,510-78.4% | $3,475-90.6% | $2,551-87.2% |
| Participant deferral / active EE | $769 | $2,627-70.7% | $3,999-80.8% | $4,139-81.4% |
| Admin fee / account holder | $431 | $4,363-90.1% | $5,696-92.4% | $7,234-94.0% |