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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 | $5,891 | $169,361-96.5% | $129,397-95.4% | $145,877-96.0% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 84.80% | 14395.54%-14310.7pp | 9453.98%-9369.2pp | 551.28%-466.5pp |
| Employer contribution / active EE | $724 | $5,542-86.9% | $4,154-82.6% | $4,663-84.5% |
| Participant deferral / active EE | $974 | $4,987-80.5% | $4,167-76.6% | $6,691-85.4% |
| Admin fee / account holder | $434 | $9,903-95.6% | $7,679-94.4% | $13,402-96.8% |