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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 | $6,305 | $123,854-94.9% | $69,623-90.9% | $145,884-95.7% |
| Participation rate | 81.8% | 69.2%+12.6pp | 66.4%+15.4pp | 80.3%+1.5pp |
| Annual return | 20.54% | 192.35%-171.8pp | 101.23%-80.7pp | 551.85%-531.3pp |
| Employer contribution / active EE | $1,234 | $2,673-53.8% | $1,709-27.8% | $4,662-73.5% |
| Participant deferral / active EE | $2,070 | $4,242-51.2% | $2,890-28.4% | $6,690-69.1% |
| Admin fee / account holder | $789 | $7,822-89.9% | $4,696-83.2% | $13,392-94.1% |