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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 | $12,027 | $74,661-83.9% | $160,784-92.5% | $67,986-82.3% |
| Participation rate | 83.0% | 57.1%+25.9pp | 77.0%+6.0pp | 57.2%+25.8pp |
| Annual return | 20.28% | 28.83%-8.6pp | 1803.92%-1783.6pp | 31.67%-11.4pp |
| Employer contribution / active EE | $737 | $1,829-59.7% | $3,733-80.3% | $2,019-63.5% |
| Participant deferral / active EE | $1,869 | $3,681-49.2% | $6,293-70.3% | $3,358-44.3% |
| Admin fee / account holder | $802 | $3,959-79.7% | $9,717-91.7% | $3,203-75.0% |