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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 | $4,861 | $72,465-93.3% | $67,575-92.8% | $145,884-96.7% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 16.11% | 7222.56%-7206.4pp | 3528.98%-3512.9pp | 551.85%-535.7pp |
| Employer contribution / active EE | $557 | $3,074-81.9% | $2,736-79.7% | $4,662-88.1% |
| Participant deferral / active EE | $1,200 | $4,786-74.9% | $4,003-70.0% | $6,690-82.1% |
| Admin fee / account holder | $381 | $5,515-93.1% | $3,993-90.5% | $13,392-97.2% |