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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 | $3,507 | $73,546-95.2% | $63,018-94.4% | $147,586-97.6% |
| Participation rate | 72.7% | 77.9%-5.1pp | 74.8%-2.1pp | 82.8%-10.1pp |
| Annual return | 37.13% | 175.56%-138.4pp | 87.62%-50.5pp | 578.59%-541.5pp |
| Employer contribution / active EE | $1,529 | $3,324-54.0% | $2,761-44.6% | $4,876-68.7% |
| Participant deferral / active EE | $2,836 | $4,185-32.2% | $3,330-14.8% | $5,439-47.9% |
| Admin fee / account holder | $2,095 | $5,956-64.8% | $3,601-41.8% | $10,886-80.8% |