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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 | $5,891 | $157,276-96.3% | $141,177-95.8% | $152,885-96.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 38.25% | 64.33%-26.1pp | 71.40%-33.2pp | 345.39%-307.1pp |
| Employer contribution / active EE | $1,949 | $5,262-63.0% | $4,736-58.8% | $4,763-59.1% |
| Participant deferral / active EE | $2,329 | $7,110-67.3% | $6,710-65.3% | $5,851-60.2% |
| Admin fee / account holder | $322 | $12,123-97.3% | $10,263-96.9% | $11,598-97.2% |