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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 | $4,796 | $180,749-97.3% | $160,784-97.0% | $137,256-96.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.06% | 2234.46%-2216.4pp | 1803.92%-1785.9pp | 220.34%-202.3pp |
| Employer contribution / active EE | $859 | $4,155-79.3% | $3,733-77.0% | $4,156-79.3% |
| Participant deferral / active EE | $2,429 | $6,844-64.5% | $6,293-61.4% | $6,407-62.1% |
| Admin fee / account holder | $445 | $10,397-95.7% | $9,717-95.4% | $12,270-96.4% |