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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 | $4,272 | $169,356-97.5% | $129,406-96.7% | $145,897-97.1% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 8.76% | 14418.62%-14409.9pp | 9468.18%-9459.4pp | 552.29%-543.5pp |
| Employer contribution / active EE | $666 | $5,542-88.0% | $4,155-84.0% | $4,663-85.7% |
| Participant deferral / active EE | $1,527 | $4,987-69.4% | $4,167-63.3% | $6,689-77.2% |
| Admin fee / account holder | $436 | $9,915-95.6% | $7,689-94.3% | $13,390-96.7% |