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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 | $3,994 | $85,030-95.3% | $70,525-94.3% | $139,427-97.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 70.63% | 30.35%+40.3pp | 32.76%+37.9pp | 373.27%-302.6pp |
| Employer contribution / active EE | $1,383 | $3,909-64.6% | $2,974-53.5% | $4,752-70.9% |
| Participant deferral / active EE | $2,287 | $5,891-61.2% | $4,567-49.9% | $6,711-65.9% |
| Admin fee / account holder | $468 | $8,908-94.7% | $6,413-92.7% | $11,404-95.9% |