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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 | $5,418 | $102,595-94.7% | $94,057-94.2% | $154,746-96.5% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 80.7%+6.8pp |
| Annual return | 20.58% | 583.42%-562.8pp | 480.62%-460.0pp | 172.34%-151.8pp |
| Employer contribution / active EE | $855 | $3,147-72.8% | $2,933-70.9% | $4,379-80.5% |
| Participant deferral / active EE | $1,692 | $5,118-66.9% | $4,709-64.1% | $6,730-74.9% |
| Admin fee / account holder | $1,474 | $7,736-80.9% | $7,244-79.7% | $14,365-89.7% |