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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 | $4,534 | $102,595-95.6% | $94,057-95.2% | $154,746-97.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 18.99% | 583.42%-564.4pp | 480.62%-461.6pp | 172.34%-153.3pp |
| Employer contribution / active EE | $1,695 | $3,147-46.2% | $2,933-42.2% | $4,379-61.3% |
| Participant deferral / active EE | $2,916 | $5,118-43.0% | $4,709-38.1% | $6,730-56.7% |
| Admin fee / account holder | $835 | $7,736-89.2% | $7,244-88.5% | $14,365-94.2% |