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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 | $3,833 | $90,614-95.8% | $76,089-95.0% | $145,877-97.4% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 9.29% | 623.80%-614.5pp | 360.94%-351.6pp | 551.28%-542.0pp |
| Employer contribution / active EE | $1,337 | $3,324-59.8% | $2,690-50.3% | $4,663-71.3% |
| Participant deferral / active EE | $2,706 | $5,168-47.6% | $4,259-36.5% | $6,691-59.6% |
| Admin fee / account holder | $2,120 | $8,376-74.7% | $6,418-67.0% | $13,402-84.2% |