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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 | $8,590 | $134,817-93.6% | $123,973-93.1% | $155,188-94.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 20.11% | 515.49%-495.4pp | 388.13%-368.0pp | 148.84%-128.7pp |
| Employer contribution / active EE | $1,748 | $4,425-60.5% | $4,126-57.6% | $4,248-58.9% |
| Participant deferral / active EE | $4,515 | $5,706-20.9% | $5,247-13.9% | $6,531-30.9% |
| Admin fee / account holder | $334 | $13,245-97.5% | $11,799-97.2% | $14,480-97.7% |