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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 | $3,225 | $106,267-97.0% | $96,520-96.7% | $139,456-97.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 43.29% | 38.45%+4.8pp | 35.72%+7.6pp | 373.45%-330.2pp |
| Employer contribution / active EE | $1,463 | $4,105-64.4% | $3,739-60.9% | $4,753-69.2% |
| Participant deferral / active EE | $1,580 | $5,454-71.0% | $4,879-67.6% | $6,711-76.5% |
| Admin fee / account holder | $358 | $7,882-95.5% | $6,733-94.7% | $11,407-96.9% |