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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 | $6,123 | $180,749-96.6% | $160,784-96.2% | $137,256-95.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 29.05% | 2234.46%-2205.4pp | 1803.92%-1774.9pp | 220.34%-191.3pp |
| Employer contribution / active EE | $2,418 | $4,155-41.8% | $3,733-35.2% | $4,156-41.8% |
| Participant deferral / active EE | $2,115 | $6,844-69.1% | $6,293-66.4% | $6,407-67.0% |
| Admin fee / account holder | $841 | $10,397-91.9% | $9,717-91.3% | $12,270-93.1% |