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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 | $5,743 | $90,607-93.7% | $79,467-92.8% | $135,380-95.8% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 82.6%-0.8pp |
| Annual return | 14.80% | 977.74%-962.9pp | 718.30%-703.5pp | 519.81%-505.0pp |
| Employer contribution / active EE | $1,071 | $3,068-65.1% | $2,800-61.8% | $4,779-77.6% |
| Participant deferral / active EE | $1,703 | $4,050-58.0% | $3,704-54.0% | $5,609-69.6% |
| Admin fee / account holder | $559 | $5,895-90.5% | $5,104-89.1% | $10,828-94.8% |