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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 | $4,573 | $102,595-95.5% | $94,057-95.1% | $154,746-97.0% |
| Participation rate | 92.9% | 76.0%+16.9pp | 73.3%+19.5pp | 80.7%+12.2pp |
| Annual return | 14.39% | 583.42%-569.0pp | 480.62%-466.2pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,177 | $3,147-62.6% | $2,933-59.9% | $4,379-73.1% |
| Participant deferral / active EE | $1,198 | $5,118-76.6% | $4,709-74.6% | $6,730-82.2% |
| Admin fee / account holder | $1,390 | $7,736-82.0% | $7,244-80.8% | $14,365-90.3% |