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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 | $6,595 | $180,749-96.4% | $160,784-95.9% | $137,256-95.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 22.86% | 2234.46%-2211.6pp | 1803.92%-1781.1pp | 220.34%-197.5pp |
| Employer contribution / active EE | $1,281 | $4,155-69.2% | $3,733-65.7% | $4,156-69.2% |
| Participant deferral / active EE | $2,378 | $6,844-65.3% | $6,293-62.2% | $6,407-62.9% |
| Admin fee / account holder | $1,262 | $10,397-87.9% | $9,717-87.0% | $12,270-89.7% |