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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 | $4,888 | $105,284-95.4% | $150,734-96.8% | $94,015-94.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 16.10% | 15.67%+0.4pp | 600.81%-584.7pp | 17.84%-1.7pp |
| Employer contribution / active EE | $5,927 | $3,599+64.7% | $4,918+20.5% | $2,790+112.4% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $473 | $9,839-95.2% | $14,905-96.8% | $8,951-94.7% |