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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 | $6,601 | $202,342-96.7% | $172,752-96.2% | $152,897-95.7% |
| Participation rate | 88.2% | 87.1%+1.2pp | 82.6%+5.6pp | 82.5%+5.8pp |
| Annual return | 17.77% | 1029.83%-1012.1pp | 802.97%-785.2pp | 345.43%-327.7pp |
| Employer contribution / active EE | $1,604 | $5,858-72.6% | $5,144-68.8% | $4,764-66.3% |
| Participant deferral / active EE | $3,219 | $5,948-45.9% | $5,198-38.1% | $5,851-45.0% |
| Admin fee / account holder | $2,623 | $17,111-84.7% | $13,955-81.2% | $11,599-77.4% |