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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 | $5,640 | $211,224-97.3% | $178,505-96.8% | $145,897-96.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.78% | 30.28%-15.5pp | 27.16%-12.4pp | 552.29%-537.5pp |
| Employer contribution / active EE | $1,731 | $4,577-62.2% | $3,955-56.2% | $4,663-62.9% |
| Participant deferral / active EE | $3,086 | $6,966-55.7% | $6,280-50.9% | $6,689-53.9% |
| Admin fee / account holder | $750 | $12,109-93.8% | $10,428-92.8% | $13,390-94.4% |