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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 | $5,861 | $110,137-94.7% | $161,149-96.4% | $82,637-92.9% |
| Participation rate | 79.3% | 72.4%+7.0pp | 78.8%+0.5pp | 68.1%+11.3pp |
| Annual return | 1171.62% | 20.69%+1150.9pp | 21.16%+1150.5pp | 53.51%+1118.1pp |
| Employer contribution / active EE | $856 | $2,856-70.0% | $4,360-80.4% | $2,552-66.4% |
| Participant deferral / active EE | $3,935 | $4,575-14.0% | $6,153-36.1% | $4,126-4.6% |
| Admin fee / account holder | $411 | $9,467-95.7% | $15,194-97.3% | $7,339-94.4% |