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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 | $4,320 | $72,403-94.0% | $67,524-93.6% | $145,978-97.0% |
| Participation rate | 92.3% | 76.9%+15.4pp | 72.9%+19.4pp | 80.3%+12.0pp |
| Annual return | 21.14% | 7197.23%-7176.1pp | 3519.41%-3498.3pp | 550.52%-529.4pp |
| Employer contribution / active EE | $684 | $3,072-77.7% | $2,734-75.0% | $4,662-85.3% |
| Participant deferral / active EE | $1,564 | $4,782-67.3% | $4,001-60.9% | $6,690-76.6% |
| Admin fee / account holder | $348 | $5,541-93.7% | $4,001-91.3% | $13,400-97.4% |