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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 | $5,467 | $157,304-96.5% | $141,197-96.1% | $152,909-96.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 39.94% | 64.34%-24.4pp | 71.41%-31.5pp | 345.46%-305.5pp |
| Employer contribution / active EE | $1,937 | $5,263-63.2% | $4,736-59.1% | $4,764-59.3% |
| Participant deferral / active EE | $3,242 | $7,111-54.4% | $6,710-51.7% | $5,851-44.6% |
| Admin fee / account holder | $484 | $12,126-96.0% | $10,265-95.3% | $11,601-95.8% |