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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 | $6,543 | $180,749-96.4% | $160,784-95.9% | $137,256-95.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 21.16% | 2234.46%-2213.3pp | 1803.92%-1782.8pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,307 | $4,155-68.6% | $3,733-65.0% | $4,156-68.6% |
| Participant deferral / active EE | $2,251 | $6,844-67.1% | $6,293-64.2% | $6,407-64.9% |
| Admin fee / account holder | $384 | $10,397-96.3% | $9,717-96.1% | $12,270-96.9% |