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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 | $5,739 | $102,245-94.4% | $89,340-93.6% | $137,256-95.8% |
| Participation rate | 77.8% | 74.9%+2.9pp | 69.6%+8.2pp | 80.0%-2.2pp |
| Annual return | 117.67% | 21.89%+95.8pp | 20.57%+97.1pp | 220.34%-102.7pp |
| Employer contribution / active EE | $717 | $2,529-71.7% | $2,231-67.9% | $4,156-82.8% |
| Participant deferral / active EE | $1,643 | $4,436-63.0% | $3,823-57.0% | $6,407-74.4% |
| Admin fee / account holder | $2,612 | $8,085-67.7% | $6,704-61.0% | $12,270-78.7% |