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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 | $14,786 | $176,688-91.6% | $130,660-88.7% | $152,909-90.3% |
| Participation rate | 72.2% | 79.0%-6.7pp | 71.7%+0.5pp | 82.5%-10.2pp |
| Annual return | 23.50% | 2693.08%-2669.6pp | 1709.29%-1685.8pp | 345.46%-322.0pp |
| Employer contribution / active EE | $689 | $5,743-88.0% | $4,092-83.2% | $4,764-85.5% |
| Participant deferral / active EE | $2,065 | $4,362-52.7% | $3,603-42.7% | $5,851-64.7% |
| Admin fee / account holder | $1,207 | $7,131-83.1% | $5,463-77.9% | $11,601-89.6% |