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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 | $3,517 | $154,754-97.7% | $124,206-97.2% | $138,895-97.5% |
| Participation rate | 95.8% | 75.5%+20.4pp | 69.6%+26.3pp | 79.9%+15.9pp |
| Annual return | 22.29% | 709.28%-687.0pp | 515.27%-493.0pp | 145.39%-123.1pp |
| Employer contribution / active EE | $847 | $4,446-80.9% | $3,540-76.1% | $4,194-79.8% |
| Participant deferral / active EE | $849 | $4,621-81.6% | $3,968-78.6% | $6,396-86.7% |
| Admin fee / account holder | $914 | $6,690-86.3% | $5,929-84.6% | $12,562-92.7% |