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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 | $5,782 | $90,691-93.6% | $76,119-92.4% | $145,884-96.0% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.1%+22.6pp | 80.3%+11.4pp |
| Annual return | 14.50% | 624.52%-610.0pp | 361.25%-346.7pp | 551.85%-537.3pp |
| Employer contribution / active EE | $1,242 | $3,329-62.7% | $2,693-53.9% | $4,662-73.4% |
| Participant deferral / active EE | $2,496 | $5,167-51.7% | $4,259-41.4% | $6,690-62.7% |
| Admin fee / account holder | $1,040 | $8,383-87.6% | $6,421-83.8% | $13,392-92.2% |