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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 | $5,163 | $102,663-95.0% | $86,216-94.0% | $139,466-96.3% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 15.17% | 1924.52%-1909.3pp | 1169.42%-1154.2pp | 373.66%-358.5pp |
| Employer contribution / active EE | $923 | $3,035-69.6% | $2,382-61.3% | $4,754-80.6% |
| Participant deferral / active EE | $2,147 | $4,677-54.1% | $3,986-46.1% | $6,712-68.0% |
| Admin fee / account holder | $4,073 | $8,663-53.0% | $6,853-40.6% | $11,409-64.3% |