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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 | $3,966 | $108,922-96.4% | $100,398-96.0% | $145,978-97.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 207.14% | 58.04%+149.1pp | 49.32%+157.8pp | 550.52%-343.4pp |
| Employer contribution / active EE | $1,517 | $4,426-65.7% | $3,946-61.6% | $4,662-67.5% |
| Participant deferral / active EE | $2,545 | $8,450-69.9% | $8,084-68.5% | $6,690-61.9% |
| Admin fee / account holder | $324 | $9,680-96.7% | $7,893-95.9% | $13,400-97.6% |