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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 | $7,143 | $180,749-96.0% | $160,784-95.6% | $137,256-94.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 31.91% | 2234.46%-2202.6pp | 1803.92%-1772.0pp | 220.34%-188.4pp |
| Employer contribution / active EE | $1,948 | $4,155-53.1% | $3,733-47.8% | $4,156-53.1% |
| Participant deferral / active EE | $2,655 | $6,844-61.2% | $6,293-57.8% | $6,407-58.6% |
| Admin fee / account holder | $370 | $10,397-96.4% | $9,717-96.2% | $12,270-97.0% |