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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 | $5,067 | $102,595-95.1% | $94,057-94.6% | $154,746-96.7% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 80.7%+2.6pp |
| Annual return | 22.51% | 583.42%-560.9pp | 480.62%-458.1pp | 172.34%-149.8pp |
| Employer contribution / active EE | $732 | $3,147-76.8% | $2,933-75.1% | $4,379-83.3% |
| Participant deferral / active EE | $1,469 | $5,118-71.3% | $4,709-68.8% | $6,730-78.2% |
| Admin fee / account holder | $1,021 | $7,736-86.8% | $7,244-85.9% | $14,365-92.9% |