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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 | $5,273 | $96,419-94.5% | $80,648-93.5% | $139,487-96.2% |
| Participation rate | 88.9% | 73.6%+15.2pp | 67.0%+21.9pp | 80.3%+8.6pp |
| Annual return | 15.88% | 1352.86%-1337.0pp | 937.21%-921.3pp | 373.84%-358.0pp |
| Employer contribution / active EE | $689 | $3,261-78.9% | $2,724-74.7% | $4,755-85.5% |
| Participant deferral / active EE | $1,160 | $5,225-77.8% | $4,443-73.9% | $6,713-82.7% |
| Admin fee / account holder | $561 | $6,605-91.5% | $5,382-89.6% | $11,407-95.1% |