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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 | $3,401 | $169,237-98.0% | $129,339-97.4% | $145,978-97.7% |
| Participation rate | 81.8% | 76.5%+5.3pp | 69.6%+12.2pp | 80.3%+1.5pp |
| Annual return | 9.73% | 14364.43%-14354.7pp | 9437.05%-9427.3pp | 550.52%-540.8pp |
| Employer contribution / active EE | $604 | $5,540-89.1% | $4,154-85.5% | $4,662-87.1% |
| Participant deferral / active EE | $1,255 | $4,991-74.9% | $4,170-69.9% | $6,690-81.2% |
| Admin fee / account holder | $497 | $9,882-95.0% | $7,668-93.5% | $13,400-96.3% |